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iShares Dow Jones US Utilities shares owned by Vertex Planning Partners

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

Historical chart of Vertex Planning 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 Vertex Planning Partners 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 Vertex Planning Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $211k 2.1k 102.03

More positions owned by Vertex Planning Partners

J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Wisdomtree Tr Itl High Div Fd (DTH)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr TRS FLT RT BD (TFLO)
Select Sector Spdr Tr Technology (XLK)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Blackrock Etf Trust Us Eqt Factor (DYNF)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Wisdomtree Tr Us Total Dividnd (DTD)

View all positions for Vertex Planning Partners

Top funds holding iShares Dow Jones US Utilities

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AE Wealth Management
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View all funds holding iShares Dow Jones US Utilities