Atria Investments’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 | $825K | Buy |
+7,892
| New | +$825K | 0.01% | 1144 |
|
|
2020
Q1 | – | Sell |
-2,884
| Closed | -$234K | – | 834 |
|
|
2019
Q4 | $234K | Buy |
+2,884
| New | +$234K | 0.01% | 1083 |
|
|
2017
Q4 | – | Sell |
-53,814
| Closed | -$3.58M | – | 846 |
|
|
2017
Q3 | $3.58M | Buy |
+53,814
| New | +$3.58M | 0.19% | 94 |
|
|
2016
Q2 | – | Sell |
-7,362
| Closed | -$455K | – | 486 |
|
|
2016
Q1 | $455K | Buy |
+7,362
| New | +$455K | 0.05% | 264 |
|
|
2015
Q1 | – | Sell |
-239,198
| Closed | -$14.1M | – | 419 |
|
|
2014
Q4 | $14.1M | Buy |
+239,198
| New | +$14.1M | 1.5% | 16 |
|
|
2014
Q3 | – | Sell |
-199,598
| Closed | -$11.1M | – | 470 |
|
|
2014
Q2 | $11.1M | Buy |
+199,598
| New | +$11.1M | 1.11% | 19 |
|
|
2013
Q4 | – | Sell |
-295,140
| Closed | -$13.9M | – | 452 |
|
|
2013
Q3 | $13.9M | Buy |
295,140
+52,024
| +21% | +$2.44M | 1.44% | 18 |
|
|
2013
Q2 | $11.5M | Buy |
+243,116
| New | +$11.5M | 1.4% | 18 |
|