AMG
Advisors Management Group’s iShares US Utilities ETF IDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.28M | Sell |
21,805
-5
| -0% | -$523 | 0.43% | 61 |
|
|
2025
Q1 | $2.21M | Buy |
21,810
+1,435
| +7% | +$146K | 0.48% | 56 |
|
|
2024
Q4 | $1.96M | Buy |
20,375
+1,353
| +7% | +$130K | 0.46% | 64 |
|
|
2024
Q3 | $1.94M | Buy |
19,022
+420
| +2% | +$42.9K | 0.46% | 64 |
|
|
2024
Q2 | $1.64M | Buy |
18,602
+34
| +0.2% | +$2.99K | 0.41% | 70 |
|
|
2024
Q1 | $1.57M | Buy |
18,568
+651
| +4% | +$55K | 0.39% | 71 |
|
|
2023
Q4 | $1.43M | Sell |
17,917
-104
| -0.6% | -$8.31K | 0.39% | 70 |
|
|
2023
Q3 | $1.33M | Sell |
18,021
-65
| -0.4% | -$4.78K | 0.4% | 67 |
|
|
2023
Q2 | $1.48M | Buy |
18,086
+2,400
| +15% | +$196K | 0.44% | 62 |
|
|
2023
Q1 | $1.31M | Buy |
15,686
+1,735
| +12% | +$145K | 0.42% | 59 |
|
|
2022
Q4 | $1.21M | Sell |
13,951
-154
| -1% | -$13.3K | 0.46% | 56 |
|
|
2022
Q3 | $1.14M | Buy |
14,105
+580
| +4% | +$47K | 0.46% | 58 |
|
|
2022
Q2 | $1.16M | Buy |
13,525
+357
| +3% | +$30.6K | 0.41% | 61 |
|
|
2022
Q1 | $1.2M | Buy |
13,168
+2,327
| +21% | +$212K | 0.4% | 58 |
|
|
2021
Q4 | $959K | Buy |
10,841
+886
| +9% | +$78.4K | 0.29% | 64 |
|
|
2021
Q3 | $786K | Buy |
9,955
+395
| +4% | +$31.2K | 0.24% | 70 |
|
|
2021
Q2 | $750K | Buy |
9,560
+2,777
| +41% | +$218K | 0.22% | 75 |
|
|
2021
Q1 | $540K | Buy |
6,783
+3,684
| +119% | +$293K | 0.17% | 77 |
|
|
2020
Q4 | $240K | Buy |
+3,099
| New | +$240K | 0.1% | 91 |
|