Apexium 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 | $353K | Hold |
3,372
| – | – | 0.02% | 216 |
|
|
2025
Q1 | $342K | Hold |
3,372
| – | – | 0.02% | 210 |
|
|
2024
Q4 | $324K | Hold |
3,372
| – | – | 0.02% | 201 |
|
|
2024
Q3 | $344K | Sell |
3,372
-100
| -3% | -$10.2K | 0.02% | 176 |
|
|
2024
Q2 | $305K | Sell |
3,472
-6
| -0.2% | -$527 | 0.02% | 178 |
|
|
2024
Q1 | $294K | Sell |
3,478
-8
| -0.2% | -$676 | 0.02% | 183 |
|
|
2023
Q4 | $279K | Sell |
3,486
-125
| -3% | -$9.99K | 0.02% | 221 |
|
|
2023
Q3 | $268K | Sell |
3,611
-6
| -0.2% | -$445 | 0.03% | 180 |
|
|
2023
Q2 | $296K | Hold |
3,617
| – | – | 0.03% | 177 |
|
|
2023
Q1 | $303K | Sell |
3,617
-154
| -4% | -$12.9K | 0.03% | 171 |
|
|
2022
Q4 | $326K | Sell |
3,771
-95
| -2% | -$8.22K | 0.03% | 160 |
|
|
2022
Q3 | $314K | Buy |
+3,866
| New | +$314K | 0.04% | 149 |
|