iShares Dow Jones US Utilities shares owned by Rise Advisors
Quarter-by-quarter ownership of iShares Dow Jones US Utilities (IDU) shares owned by Rise Advisors
from 13F filings
Historical chart of Rise Advisors investment in iShares Dow Jones US Utilities
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Quarterly reported holdings in iShares Dow Jones US Utilities by Rise Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $126k | 1.1k | 110.95 |
| 2025-06-30 | $133k | 1.3k | 104.59 |
| 2024-12-31 | $94k | 980 | 96.25 |
| 2024-09-30 | $99k | 974 | 101.97 |
| 2024-06-30 | $85k | 968 | 87.84 |
| 2024-03-31 | $81k | 963 | 84.50 |
| 2023-12-31 | $77k | 958 | 79.89 |
| 2023-09-30 | $69k | 942 | 73.57 |
| 2023-06-30 | $87k | 1.1k | 81.77 |
| 2023-03-31 | $88k | 1.1k | 83.69 |
| 2022-12-31 | $91k | 1.0k | 86.54 |
| 2022-09-30 | $85k | 1.0k | 81.57 |
| 2022-06-30 | $89k | 1.0k | 85.99 |
| 2022-03-31 | $94k | 1.0k | 91.26 |
| 2021-12-31 | $91k | 1.0k | 88.46 |
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