Arkadios Wealth Advisors’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 | $732K | Buy |
6,996
+1,429
| +26% | +$149K | 0.02% | 693 |
|
|
2025
Q1 | $565K | Buy |
5,567
+1,747
| +46% | +$177K | 0.02% | 662 |
|
|
2024
Q4 | $368K | Sell |
3,820
-323
| -8% | -$31.1K | 0.02% | 655 |
|
|
2024
Q3 | $423K | Sell |
4,143
-174
| -4% | -$17.8K | 0.02% | 597 |
|
|
2024
Q2 | $379K | Buy |
4,317
+211
| +5% | +$18.5K | 0.03% | 559 |
|
|
2024
Q1 | $347K | Sell |
4,106
-430
| -9% | -$36.3K | 0.03% | 489 |
|
|
2023
Q4 | $363K | Sell |
4,536
-632
| -12% | -$50.5K | 0.03% | 459 |
|
|
2023
Q3 | $380K | Sell |
5,168
-131
| -2% | -$9.64K | 0.04% | 414 |
|
|
2023
Q2 | $433K | Buy |
5,299
+13
| +0.2% | +$1.06K | 0.05% | 348 |
|
|
2023
Q1 | $443K | Buy |
5,286
+346
| +7% | +$29K | 0.05% | 331 |
|
|
2022
Q4 | $428K | Sell |
4,940
-198
| -4% | -$17.1K | 0.06% | 317 |
|
|
2022
Q3 | $417K | Sell |
5,138
-508
| -9% | -$41.2K | 0.06% | 301 |
|
|
2022
Q2 | $483K | Buy |
5,646
+2,546
| +82% | +$218K | 0.07% | 286 |
|
|
2022
Q1 | $282K | Buy |
+3,100
| New | +$282K | 0.04% | 440 |
|
|
2021
Q4 | – | Sell |
-1,077
| Closed | -$85K | – | 1127 |
|
|
2021
Q3 | $85K | Buy |
1,077
+166
| +18% | +$13.1K | 0.01% | 725 |
|
|
2021
Q2 | $71K | Buy |
911
+250
| +38% | +$19.5K | 0.01% | 820 |
|
|
2021
Q1 | $52K | Buy |
661
+243
| +58% | +$19.1K | 0.01% | 681 |
|
|
2020
Q4 | $32K | Sell |
418
-12
| -3% | -$919 | 0.01% | 640 |
|
|
2020
Q3 | $33.7K | Sell |
430
-54
| -11% | -$4.24K | 0.02% | 483 |
|
|
2020
Q2 | $35.1K | Buy |
484
+472
| +3,933% | +$34.2K | 0.02% | 430 |
|
|
2020
Q1 | $829 | Buy |
+12
| New | +$829 | ﹤0.01% | 981 |
|