Advisornet Financial’s iShares US Utilities ETF IDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $123K | Buy |
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|
2025
Q2 | $115K | Buy |
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|
2025
Q1 | $111K | Buy |
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|
2024
Q4 | $105K | Buy |
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|
2024
Q3 | $110K | Buy |
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|
2024
Q2 | $92.5K | Buy |
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|
2024
Q1 | $88.5K | Buy |
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|
2023
Q4 | $26.4K | Hold |
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|
2023
Q3 | $24.3K | Sell |
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|
2023
Q2 | $62.1K | Hold |
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|
2023
Q1 | $63.6K | Hold |
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|
2022
Q4 | $65.7K | Hold |
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|
2022
Q3 | $62K | Sell |
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|
2022
Q2 | $77K | Buy |
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|
2022
Q1 | $69K | Buy |
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|
2021
Q4 | $67K | Buy |
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|
2021
Q3 | $59K | Hold |
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|
2021
Q2 | $59K | Buy |
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|
2021
Q1 | $59K | Hold |
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|
2020
Q4 | $58K | Buy |
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|
2020
Q3 | $54K | Sell |
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|
2020
Q2 | $98K | Sell |
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|
2020
Q1 | $116K | Sell |
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|
2019
Q4 | $148K | Buy |
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|
2019
Q3 | $112K | Hold |
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|
2019
Q2 | $103K | Buy |
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|
2019
Q1 | $100K | Buy |
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|
2018
Q4 | $91K | Buy |
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|
2018
Q3 | $90K | Buy |
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|
2018
Q2 | $88K | Buy |
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|
2018
Q1 | $71K | Buy |
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|
2017
Q4 | $40K | Buy |
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