AssetMark Inc’s iShares US Utilities ETF IDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.8K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $2.13K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $11K | Hold |
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|
2018
Q3 | $11K | Hold |
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|
2018
Q2 | $11K | Hold |
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|
2018
Q1 | $10K | Sell |
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|
2017
Q4 | $107M | Buy |
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|
2017
Q3 | $60M | Buy |
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|
2017
Q2 | $11K | Hold |
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|
2017
Q1 | $11K | Hold |
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|
2016
Q4 | $10K | Sell |
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|
2016
Q3 | $14K | Sell |
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|
2016
Q2 | $64.7M | Sell |
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|
2016
Q1 | $71.3M | Buy |
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|
2015
Q4 | $9K | Sell |
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|
2015
Q3 | $15K | Sell |
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|
2015
Q2 | $50K | Sell |
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|
2015
Q1 | $118K | Sell |
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|
2014
Q4 | $90.8M | Buy |
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|
2014
Q3 | $17K | Sell |
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|
2014
Q2 | $78.4M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $41.9M | Buy |
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