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iShares Dow Jones US Utilities shares owned by Summit Financial

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

Historical chart of Summit Financial 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 Summit Financial 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 Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $375k 3.4k 110.90
2025-06-30 $324k 3.1k 104.57
2025-03-31 $295k 2.9k 101.42
2024-12-31 $279k 2.9k 96.21
2024-09-30 $330k 3.2k 102.02
2024-06-30 $290k 3.3k 87.89
2024-03-31 $206k 2.4k 84.52

More positions owned by Summit Financial

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Ishares Tr Core S&p500 Etf (IVV)
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Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Summit Financial

Top funds holding iShares Dow Jones US Utilities

Morgan Stanley
YCMNET Advisors
Green Harvest Asset Management
Steward Partners Investment Advisory
LPL Financial
Pinkerton Retirement Specialists
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