Arax Advisory Partners’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 | $62.8K | Hold |
601
| – | – | ﹤0.01% | 1133 |
|
|
2025
Q1 | $61K | Hold |
601
| – | – | ﹤0.01% | 882 |
|
|
2024
Q4 | $57.8K | Hold |
601
| – | – | ﹤0.01% | 858 |
|
|
2024
Q3 | $61.3K | Sell |
601
-57
| -9% | -$5.82K | 0.01% | 640 |
|
|
2024
Q2 | $57.8K | Buy |
658
+342
| +108% | +$30.1K | 0.01% | 607 |
|
|
2024
Q1 | $26.7K | Hold |
316
| – | – | ﹤0.01% | 620 |
|
|
2023
Q4 | $25.3K | Hold |
316
| – | – | ﹤0.01% | 610 |
|
|
2023
Q3 | $23.3K | Hold |
316
| – | – | ﹤0.01% | 559 |
|
|
2023
Q2 | $25.8K | Hold |
316
| – | – | ﹤0.01% | 546 |
|
|
2023
Q1 | $26.5K | Hold |
316
| – | – | ﹤0.01% | 541 |
|
|
2022
Q4 | $27.3K | Hold |
316
| – | – | ﹤0.01% | 522 |
|
|
2022
Q3 | $26K | Hold |
316
| – | – | ﹤0.01% | 528 |
|
|
2022
Q2 | $27K | Hold |
316
| – | – | ﹤0.01% | 525 |
|
|
2022
Q1 | $29K | Hold |
316
| – | – | ﹤0.01% | 530 |
|
|
2021
Q4 | $28K | Hold |
316
| – | – | ﹤0.01% | 536 |
|
|
2021
Q3 | $25K | Hold |
316
| – | – | ﹤0.01% | 535 |
|
|
2021
Q2 | $25K | Buy |
+316
| New | +$25K | ﹤0.01% | 554 |
|
|
2020
Q4 | $52K | Hold |
672
| – | – | 0.01% | 407 |
|
|
2020
Q3 | $49K | Hold |
672
| – | – | 0.01% | 382 |
|
|
2020
Q2 | $47K | Hold |
672
| – | – | 0.01% | 377 |
|
|
2020
Q1 | $46K | Buy |
+672
| New | +$46K | 0.01% | 360 |
|