iShares Dow Jones US Utilities shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of iShares Dow Jones US Utilities (IDU) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf Wealth Management investment in iShares Dow Jones US Utilities
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Quarterly reported holdings in iShares Dow Jones US Utilities by Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $28k | 325 | 84.52 |
| 2023-12-31 | $26k | 325 | 79.93 |
| 2023-09-30 | $24k | 325 | 73.58 |
| 2023-06-30 | $27k | 325 | 81.75 |
| 2023-03-31 | $27k | 325 | 83.71 |
| 2022-12-31 | $28k | 325 | 86.54 |
| 2022-09-30 | $27k | 325 | 83.08 |
| 2022-06-30 | $28k | 325 | 86.15 |
| 2022-03-31 | $30k | 325 | 92.31 |
| 2021-12-31 | $29k | 325 | 89.23 |
| 2021-09-30 | $26k | 325 | 80.00 |
| 2021-06-30 | $26k | 325 | 80.00 |
| 2021-03-31 | $26k | 1.4k | 19.13 |
| 2020-09-30 | $63k | 430 | 146.51 |
| 2020-06-30 | $72k | 512 | 140.63 |
| 2020-03-31 | $105k | 762 | 137.80 |
| 2019-12-31 | $164k | 1.0k | 162.54 |
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