AE Wealth Management’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 | $8.54M | Buy |
81,696
+40,231
| +97% | +$4.21M | 0.06% | 275 |
|
|
2025
Q1 | $4.21M | Sell |
41,465
-68,264
| -62% | -$6.92M | 0.04% | 373 |
|
|
2024
Q4 | $10.6M | Sell |
109,729
-3,293
| -3% | -$317K | 0.09% | 236 |
|
|
2024
Q3 | $11.5M | Buy |
113,022
+74,866
| +196% | +$7.64M | 0.1% | 213 |
|
|
2024
Q2 | $3.35M | Buy |
38,156
+3,232
| +9% | +$284K | 0.03% | 412 |
|
|
2024
Q1 | $2.95M | Sell |
34,924
-697
| -2% | -$58.9K | 0.03% | 408 |
|
|
2023
Q4 | $2.77M | Buy |
35,621
+32,111
| +915% | +$2.5M | 0.01% | 796 |
|
|
2023
Q3 | $258K | Buy |
3,510
+80
| +2% | +$5.89K | ﹤0.01% | 1670 |
|
|
2023
Q2 | $280K | Sell |
3,430
-201
| -6% | -$16.4K | ﹤0.01% | 1632 |
|
|
2023
Q1 | $304K | Buy |
3,631
+130
| +4% | +$10.9K | ﹤0.01% | 1548 |
|
|
2022
Q4 | $303K | Sell |
3,501
-521
| -13% | -$45.1K | ﹤0.01% | 1494 |
|
|
2022
Q3 | $326K | Sell |
4,022
-260
| -6% | -$21.1K | ﹤0.01% | 1437 |
|
|
2022
Q2 | $367K | Sell |
4,282
-5,037
| -54% | -$432K | ﹤0.01% | 1344 |
|
|
2022
Q1 | $848K | Buy |
9,319
+4,651
| +100% | +$423K | 0.01% | 971 |
|
|
2021
Q4 | $413K | Sell |
4,668
-1,539
| -25% | -$136K | ﹤0.01% | 1333 |
|
|
2021
Q3 | $490K | Sell |
6,207
-29,090
| -82% | -$2.3M | ﹤0.01% | 1173 |
|
|
2021
Q2 | $2.77M | Buy |
35,297
+3,444
| +11% | +$270K | 0.02% | 538 |
|
|
2021
Q1 | $2.53M | Buy |
31,853
+5,649
| +22% | +$449K | 0.03% | 503 |
|
|
2020
Q4 | $2.03M | Buy |
26,204
+2,638
| +11% | +$205K | 0.02% | 489 |
|
|
2020
Q3 | $1.72M | Sell |
23,566
-662
| -3% | -$48.3K | 0.02% | 471 |
|
|
2020
Q2 | $1.7M | Sell |
24,228
-8,110
| -25% | -$568K | 0.03% | 454 |
|
|
2020
Q1 | $2.23M | Buy |
32,338
+20,238
| +167% | +$1.4M | 0.05% | 282 |
|
|
2019
Q4 | $980K | Sell |
12,100
-19,822
| -62% | -$1.61M | 0.02% | 538 |
|
|
2019
Q3 | $2.6M | Buy |
31,922
+28,260
| +772% | +$2.3M | 0.08% | 221 |
|
|
2019
Q2 | $276K | Buy |
+3,662
| New | +$276K | 0.01% | 786 |
|