R. M. Davis »

iShares Dow Jones US Utilities shares owned by R. M. Davis

Quarter-by-quarter ownership of iShares Dow Jones US Utilities (IDU) shares owned by R. M. Davis from 13F filings

Historical chart of R. M. Davis investment in iShares Dow Jones US Utilities

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All positions including iShares Dow Jones US Utilities held by R. M. Davis consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Utilities by R. M. Davis

Quarter filed Position value Share count Share price at filing
2026-03-31 $221k 1.9k 116.11

More positions owned by R. M. Davis

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
Amphenol Corp Cl A (APH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Palo Alto Networks (PANW)
JPMorgan Chase & Co. (JPM)
Costco Wholesale Corporation (COST)
TJX Companies (TJX)

View all positions for R. M. Davis

Top funds holding iShares Dow Jones US Utilities

YCMNET Advisors
Morgan Stanley
Bank of America Corporation
Pinkerton Retirement Specialists
Green Harvest Asset Management
Steward Partners Investment Advisory
LPL Financial
Raymond James Financial
Wells Fargo & Company
Royal Bank of Canada
Camarda Wealth Advisory
LBMC Investment Advisors
Envestnet Asset Management
Commonwealth Equity Services
Ameriprise Financial

View all funds holding iShares Dow Jones US Utilities