iShares Dow Jones US Utilities shares owned by Stratos Wealth Partners
Quarter-by-quarter ownership of iShares Dow Jones US Utilities (IDU) shares owned by Stratos Wealth Partners
from 13F filings
Historical chart of Stratos Wealth Partners 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 Stratos Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $885k | 8.7k | 102.03 |
2024-06-30 | $385k | 4.4k | 87.88 |
2024-03-31 | $466k | 5.5k | 84.53 |
2023-12-31 | $440k | 5.5k | 79.94 |
2023-09-30 | $405k | 5.5k | 73.59 |
2023-06-30 | $253k | 3.1k | 81.77 |
2022-06-30 | $326k | 3.8k | 85.72 |
2022-03-31 | $362k | 4.0k | 91.12 |
2021-12-31 | $380k | 4.3k | 88.41 |
2021-09-30 | $273k | 3.5k | 79.06 |
2021-06-30 | $273k | 3.5k | 78.45 |
2021-03-31 | $275k | 3.5k | 79.69 |
2020-12-31 | $273k | 3.5k | 77.69 |
2020-09-30 | $281k | 1.9k | 146.13 |
2020-06-30 | $267k | 1.9k | 140.01 |
2020-03-31 | $268k | 1.9k | 137.93 |
2019-12-31 | $388k | 2.4k | 162.21 |
2019-09-30 | $377k | 2.3k | 163.06 |
2019-06-30 | $352k | 2.3k | 150.62 |
2019-03-31 | $344k | 2.3k | 147.20 |
2018-12-31 | $279k | 2.1k | 134.26 |
2018-09-30 | $279k | 2.1k | 134.26 |
2018-06-30 | $311k | 2.4k | 131.84 |
2018-03-31 | $262k | 2.1k | 127.68 |
2017-12-31 | $214k | 1.6k | 132.59 |
2017-09-30 | $438k | 3.3k | 132.85 |
2017-06-30 | $329k | 2.5k | 130.09 |
2017-03-31 | $224k | 1.7k | 128.15 |
2016-06-30 | $265k | 2.0k | 131.45 |
2015-03-31 | $268k | 2.4k | 111.11 |
2014-12-31 | $122k | 1.0k | 118.27 |
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