Advisornet Financial’s iShares US Utilities ETF IDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $115K | Buy |
1,102
+6
| +0.5% | +$627 | 0.01% | 719 |
|
|
2025
Q1 | $111K | Buy |
1,096
+6
| +0.6% | +$608 | 0.01% | 692 |
|
|
2024
Q4 | $105K | Buy |
1,090
+8
| +0.7% | +$770 | 0.01% | 672 |
|
|
2024
Q3 | $110K | Buy |
1,082
+29
| +3% | +$2.96K | 0.01% | 673 |
|
|
2024
Q2 | $92.5K | Buy |
1,053
+5
| +0.5% | +$439 | 0.01% | 665 |
|
|
2024
Q1 | $88.5K | Buy |
1,048
+718
| +218% | +$60.7K | 0.01% | 661 |
|
|
2023
Q4 | $26.4K | Hold |
330
| – | – | ﹤0.01% | 1002 |
|
|
2023
Q3 | $24.3K | Sell |
330
-429
| -57% | -$31.6K | ﹤0.01% | 976 |
|
|
2023
Q2 | $62.1K | Hold |
759
| – | – | 0.01% | 759 |
|
|
2023
Q1 | $63.6K | Hold |
759
| – | – | 0.01% | 732 |
|
|
2022
Q4 | $65.7K | Hold |
759
| – | – | 0.01% | 725 |
|
|
2022
Q3 | $62K | Sell |
759
-140
| -16% | -$11.4K | 0.01% | 787 |
|
|
2022
Q2 | $77K | Buy |
899
+142
| +19% | +$12.2K | 0.01% | 745 |
|
|
2022
Q1 | $69K | Buy |
757
+2
| +0.3% | +$182 | ﹤0.01% | 851 |
|
|
2021
Q4 | $67K | Buy |
755
+6
| +0.8% | +$532 | ﹤0.01% | 916 |
|
|
2021
Q3 | $59K | Hold |
749
| – | – | ﹤0.01% | 952 |
|
|
2021
Q2 | $59K | Buy |
749
+5
| +0.7% | +$394 | ﹤0.01% | 923 |
|
|
2021
Q1 | $59K | Hold |
744
| – | – | ﹤0.01% | 883 |
|
|
2020
Q4 | $58K | Buy |
744
+2
| +0.3% | +$156 | ﹤0.01% | 830 |
|
|
2020
Q3 | $54K | Sell |
742
-658
| -47% | -$47.9K | ﹤0.01% | 823 |
|
|
2020
Q2 | $98K | Sell |
1,400
-284
| -17% | -$19.9K | 0.01% | 673 |
|
|
2020
Q1 | $116K | Sell |
1,684
-144
| -8% | -$9.92K | 0.01% | 574 |
|
|
2019
Q4 | $148K | Buy |
1,828
+458
| +33% | +$37.1K | 0.01% | 578 |
|
|
2019
Q3 | $112K | Hold |
1,370
| – | – | 0.01% | 641 |
|
|
2019
Q2 | $103K | Buy |
1,370
+8
| +0.6% | +$601 | 0.01% | 601 |
|
|
2019
Q1 | $100K | Buy |
1,362
+6
| +0.4% | +$441 | 0.01% | 551 |
|
|
2018
Q4 | $91K | Buy |
1,356
+14
| +1% | +$940 | 0.01% | 539 |
|
|
2018
Q3 | $90K | Buy |
1,342
+8
| +0.6% | +$537 | 0.01% | 570 |
|
|
2018
Q2 | $88K | Buy |
1,334
+226
| +20% | +$14.9K | 0.01% | 556 |
|
|
2018
Q1 | $71K | Buy |
1,108
+508
| +85% | +$32.6K | 0.01% | 610 |
|
|
2017
Q4 | $40K | Buy |
+600
| New | +$40K | 0.01% | 700 |
|