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iShares Dow Jones US Utilities shares owned by WESPAC Advisors

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

Historical chart of WESPAC Advisors 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 WESPAC Advisors 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 WESPAC Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $343k 3.6k 96.21
2024-09-30 $302k 3.0k 102.02
2024-06-30 $261k 3.0k 87.88

More positions owned by WESPAC Advisors

Ishares Tr Core S&p500 Etf (IVV)
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Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
At&t (T)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Us Telecom Etf (IYZ)
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Select Sector Spdr Tr Technology (XLK)

View all positions for WESPAC Advisors

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