Apollon 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
Q1 | – | Sell |
-126,126
| Closed | -$12.1M | – | 1240 |
|
|
2024
Q4 | $12.1M | Sell |
126,126
-5,997
| -5% | -$577K | 0.28% | 69 |
|
|
2024
Q3 | $13.5M | Buy |
132,123
+122,611
| +1,289% | +$12.5M | 0.38% | 53 |
|
|
2024
Q2 | $836K | Buy |
+9,512
| New | +$836K | 0.03% | 520 |
|
|
2020
Q3 | – | Sell |
-260
| Closed | -$18K | – | 387 |
|
|
2020
Q2 | $18K | Buy |
+260
| New | +$18K | 0.01% | 386 |
|