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iShares Dow Jones US Utilities shares owned by Sanctuary Advisors

Quarter-by-quarter ownership of iShares Dow Jones US Utilities (IDU) shares owned by Sanctuary Advisors from 13F filings

Historical chart of Sanctuary Advisors investment in iShares Dow Jones US Utilities

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Utilities held by Sanctuary Advisors 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 Sanctuary Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.0M 18k 108.36
2025-09-30 $1.6M 14k 110.90
2025-06-30 $1.3M 13k 104.57
2025-03-31 $911k 9.0k 101.42
2024-12-31 $719k 7.2k 100.15
2024-09-30 $778k 7.5k 103.63

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Eli Lilly & Co. (LLY)
Broadcom (AVGO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
JPMorgan Chase & Co. (JPM)
Ishares Tr S&p 500 Val Etf (IVE)
NVIDIA Corporation Call Option (NVDA)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Meta Platforms Cl A (META)
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View all positions for Sanctuary Advisors

Top funds holding iShares Dow Jones US Utilities

YCMNET Advisors
Green Harvest Asset Management
Steward Partners Investment Advisory
LPL Financial
Pinkerton Retirement Specialists
Sherman Porfolios
Wells Fargo & Company
Raymond James Financial
Royal Bank of Canada
Cresset Asset Management
Camarda Wealth Advisory
Commonwealth Equity Services
LBMC Investment Advisors
MinichMacGregor Wealth Management
Envestnet Asset Management

View all funds holding iShares Dow Jones US Utilities