AAMA
Advanced Asset Management Advisors’s iShares US Utilities ETF IDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $168K | Hold |
1,608
| – | – | 0.05% | 65 |
|
|
2025
Q1 | $163K | Hold |
1,608
| – | – | 0.04% | 65 |
|
|
2024
Q4 | $155K | Hold |
1,608
| – | – | 0.04% | 71 |
|
|
2024
Q3 | $141K | Hold |
1,608
| – | – | 0.04% | 72 |
|
|
2024
Q2 | $141K | Hold |
1,608
| – | – | 0.04% | 73 |
|
|
2024
Q1 | $136K | Hold |
1,608
| – | – | 0.03% | 76 |
|
|
2023
Q4 | $129K | Hold |
1,608
| – | – | 0.03% | 77 |
|
|
2023
Q3 | $118K | Hold |
1,608
| – | – | 0.03% | 76 |
|
|
2023
Q2 | $131K | Hold |
1,608
| – | – | 0.03% | 73 |
|
|
2023
Q1 | $135K | Hold |
1,608
| – | – | 0.03% | 73 |
|
|
2022
Q4 | $139K | Hold |
1,608
| – | – | 0.03% | 75 |
|
|
2022
Q3 | $130K | Hold |
1,608
| – | – | 0.04% | 71 |
|
|
2022
Q2 | $138K | Hold |
1,608
| – | – | 0.04% | 71 |
|
|
2022
Q1 | $146K | Hold |
1,608
| – | – | 0.03% | 69 |
|
|
2021
Q4 | $142K | Hold |
1,608
| – | – | 0.03% | 73 |
|
|
2021
Q3 | $127K | Hold |
1,608
| – | – | 0.03% | 76 |
|
|
2021
Q2 | $126K | Hold |
1,608
| – | – | 0.03% | 77 |
|
|
2021
Q1 | $128K | Hold |
1,608
| – | – | 0.03% | 81 |
|
|
2020
Q4 | $125K | Buy |
1,608
+804
| +100% | +$62.5K | 0.03% | 81 |
|
|
2020
Q3 | $117K | Hold |
804
| – | – | 0.03% | 80 |
|
|
2020
Q2 | $113K | Hold |
804
| – | – | 0.03% | 79 |
|
|
2020
Q1 | $111K | Hold |
804
| – | – | 0.04% | 91 |
|
|
2019
Q4 | $130K | Buy |
+804
| New | +$130K | 0.04% | 94 |
|