Atria Wealth Solutions’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 | $572K | Sell |
5,466
-1,430
| -21% | -$150K | 0.01% | 855 |
|
|
2025
Q1 | $699K | Sell |
6,896
-4,534
| -40% | -$460K | 0.01% | 1027 |
|
|
2024
Q4 | $1.1M | Sell |
11,430
-2,458
| -18% | -$236K | 0.01% | 886 |
|
|
2024
Q3 | $1.42M | Buy |
13,888
+1,221
| +10% | +$125K | 0.02% | 779 |
|
|
2024
Q2 | $1.11M | Sell |
12,667
-5,342
| -30% | -$469K | 0.01% | 843 |
|
|
2024
Q1 | $1.52M | Sell |
18,009
-1,289
| -7% | -$109K | 0.02% | 723 |
|
|
2023
Q4 | $1.54M | Sell |
19,298
-1,491
| -7% | -$119K | 0.02% | 690 |
|
|
2023
Q3 | $1.54M | Sell |
20,789
-1,554
| -7% | -$115K | 0.02% | 643 |
|
|
2023
Q2 | $1.83M | Buy |
22,343
+766
| +4% | +$62.6K | 0.02% | 593 |
|
|
2023
Q1 | $1.81M | Buy |
21,577
+804
| +4% | +$67.3K | 0.03% | 575 |
|
|
2022
Q4 | $1.8M | Buy |
20,773
+1,345
| +7% | +$116K | 0.03% | 552 |
|
|
2022
Q3 | $1.58M | Buy |
19,428
+526
| +3% | +$42.7K | 0.03% | 561 |
|
|
2022
Q2 | $1.62M | Buy |
18,902
+6,359
| +51% | +$544K | 0.03% | 493 |
|
|
2022
Q1 | $1.14M | Buy |
+12,543
| New | +$1.14M | 0.02% | 674 |
|