iShares Dow Jones US Utilities shares owned by Sigma Planning
Quarter-by-quarter ownership of iShares Dow Jones US Utilities (IDU) shares owned by Sigma Planning
from 13F filings
Historical chart of Sigma Planning investment in iShares Dow Jones US Utilities
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Quarterly reported holdings in iShares Dow Jones US Utilities by Sigma Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $719k | 6.5k | 110.91 |
| 2025-06-30 | $669k | 6.4k | 104.57 |
| 2025-03-31 | $627k | 6.2k | 101.42 |
| 2024-12-31 | $573k | 6.0k | 96.21 |
| 2024-09-30 | $638k | 6.3k | 102.03 |
| 2024-06-30 | $486k | 5.5k | 87.89 |
| 2024-03-31 | $511k | 6.0k | 84.53 |
| 2023-12-31 | $277k | 3.5k | 79.93 |
| 2023-09-30 | $628k | 8.5k | 73.59 |
| 2023-06-30 | $878k | 11k | 81.76 |
| 2023-03-31 | $985k | 12k | 83.71 |
| 2022-12-31 | $1.2M | 14k | 86.54 |
| 2022-09-30 | $1.2M | 15k | 81.12 |
| 2022-06-30 | $1.2M | 14k | 85.60 |
| 2022-03-31 | $1.2M | 13k | 91.00 |
| 2021-12-31 | $1.1M | 13k | 88.42 |
| 2021-09-30 | $949k | 12k | 78.93 |
| 2021-06-30 | $1.0M | 13k | 78.52 |
| 2021-03-31 | $1.1M | 13k | 79.58 |
| 2020-12-31 | $995k | 13k | 77.61 |
| 2020-09-30 | $3.1M | 22k | 146.00 |
| 2020-06-30 | $3.9M | 28k | 140.18 |
| 2020-03-31 | $1.4M | 10k | 138.12 |
| 2019-12-31 | $4.8M | 30k | 162.05 |
| 2019-09-30 | $4.5M | 28k | 162.86 |
| 2019-06-30 | $5.1M | 34k | 150.79 |
| 2019-03-31 | $1.2M | 8.4k | 147.36 |
| 2018-12-31 | $754k | 5.6k | 134.19 |
| 2018-09-30 | $301k | 2.2k | 134.20 |
| 2018-06-30 | $299k | 2.3k | 132.01 |
| 2018-03-31 | $351k | 2.8k | 127.50 |
| 2017-12-31 | $388k | 2.9k | 133.01 |
| 2017-09-30 | $773k | 5.8k | 132.89 |
| 2017-06-30 | $730k | 5.6k | 129.99 |
| 2017-03-31 | $377k | 2.9k | 128.58 |
| 2016-12-31 | $334k | 2.7k | 121.85 |
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