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iShares Dow Jones US Utilities shares owned by Trilogy Capital

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

Historical chart of Trilogy Capital 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 Trilogy Capital 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 Trilogy Capital

Quarter filed Position value Share count Share price at filing
2024-09-30 $206k 2.0k 102.02

More positions owned by Trilogy Capital

Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
First Tr Value Line Divid In SHS (FVD)
Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Intl Qulty Div (IQDG)
Thor Finl Technologies Tr Low Volatility (THLV)
Schwab Strategic Tr Fundamental Us S (FNDA)
Wisdomtree Tr Yield Enhancd Us (AGGY)

View all positions for Trilogy Capital

Top funds holding iShares Dow Jones US Utilities

YCMNET Advisors
Morgan Stanley
Green Harvest Asset Management
Bank of America Corporation
LPL Financial
Bensler
Royal Bank of Canada
Wells Fargo & Company
Apollon Wealth Management
Commonwealth Equity Services
Raymond James Financial Services Advisors
LBMC Investment Advisors
AE Wealth Management
Envestnet Asset Management
Pinkerton Retirement Specialists

View all funds holding iShares Dow Jones US Utilities