iShares Dow Jones US Utilities shares owned by Warren Averett Asset Management
Quarter-by-quarter ownership of iShares Dow Jones US Utilities (IDU) shares owned by Warren Averett Asset Management
from 13F filings
Historical chart of Warren Averett Asset Management investment in iShares Dow Jones US Utilities
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Quarterly reported holdings in iShares Dow Jones US Utilities by Warren Averett Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 19k | 110.90 |
| 2025-06-30 | $2.0M | 19k | 104.57 |
| 2025-03-31 | $1.9M | 19k | 101.42 |
| 2024-12-31 | $1.8M | 19k | 96.21 |
| 2024-09-30 | $1.9M | 19k | 102.02 |
| 2024-06-30 | $1.8M | 21k | 87.88 |
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