Allworth 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 | $230K | Buy |
2,200
+802
| +57% | +$83.9K | ﹤0.01% | 1115 |
|
|
2025
Q1 | $141K | Buy |
1,398
+1
| +0.1% | +$101 | ﹤0.01% | 1069 |
|
|
2024
Q4 | $139K | Buy |
1,397
+40
| +3% | +$3.98K | ﹤0.01% | 1105 |
|
|
2024
Q3 | $138K | Buy |
1,357
+2
| +0.1% | +$204 | ﹤0.01% | 939 |
|
|
2024
Q2 | $123K | Buy |
1,355
+2
| +0.1% | +$181 | ﹤0.01% | 993 |
|
|
2024
Q1 | $114K | Sell |
1,353
-24
| -2% | -$2.03K | ﹤0.01% | 971 |
|
|
2023
Q4 | $110K | Buy |
1,377
+5
| +0.4% | +$400 | ﹤0.01% | 909 |
|
|
2023
Q3 | $101K | Hold |
1,372
| – | – | ﹤0.01% | 877 |
|
|
2023
Q2 | $112K | Buy |
1,372
+2
| +0.1% | +$164 | ﹤0.01% | 858 |
|
|
2023
Q1 | $115K | Buy |
1,370
+3
| +0.2% | +$251 | ﹤0.01% | 809 |
|
|
2022
Q4 | $118K | Buy |
1,367
+4
| +0.3% | +$346 | ﹤0.01% | 772 |
|
|
2022
Q3 | $111K | Buy |
1,363
+3
| +0.2% | +$244 | ﹤0.01% | 739 |
|
|
2022
Q2 | $116K | Buy |
1,360
+2
| +0.1% | +$171 | ﹤0.01% | 682 |
|
|
2022
Q1 | $124K | Buy |
1,358
+3
| +0.2% | +$274 | ﹤0.01% | 674 |
|
|
2021
Q4 | $120K | Buy |
1,355
+2
| +0.1% | +$177 | ﹤0.01% | 643 |
|
|
2021
Q3 | $107K | Buy |
1,353
+196
| +17% | +$15.5K | ﹤0.01% | 597 |
|
|
2021
Q2 | $91K | Buy |
1,157
+361
| +45% | +$28.4K | ﹤0.01% | 491 |
|
|
2021
Q1 | $63K | Hold |
796
| – | – | ﹤0.01% | 529 |
|
|
2020
Q4 | $62K | Buy |
+796
| New | +$62K | ﹤0.01% | 437 |
|