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iShares Dow Jones US Utilities shares owned by VSM Wealth Advisory

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

Historical chart of VSM Wealth Advisory 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 VSM Wealth Advisory 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 VSM Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $11k 101 110.90
2025-06-30 $11k 101 104.57

More positions owned by VSM Wealth Advisory

Vanguard Large Cap Etf Etf (VV)
Vanguard Short Term Cor Bd Etf Etf (VGSH)
Vanguard Mega Cap Etf Etf (MGC)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard High Dividend Yield Etf Etf (VYM)
Vanguard Small Cap Etf Etf (VB)
Vanguard Mid Cap Etf Etf (VO)
Schwab Us Broad Market Etf Etf (SCHB)
Vanguard Ftse All World Ex Us Etf Etf (VEU)
Schwab Us Large Cap Etf Etf (SCHA)
Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Dimensional Us Core Equity Markt Etf Etf (DFAU)
Dimensional Us Equity Market Etf Etf (DFUS)
Vanguard Extended Marketetf Etf (VXF)

View all positions for VSM Wealth Advisory

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