Avantax Advisory Services’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 | $2.3M | Buy |
21,991
+4,718
| +27% | +$493K | 0.01% | 734 |
|
|
2025
Q1 | $1.75M | Buy |
+17,273
| New | +$1.75M | 0.01% | 804 |
|
|
2022
Q1 | – | Sell |
-4,347
| Closed | -$384K | – | 1326 |
|
|
2021
Q4 | $384K | Sell |
4,347
-928
| -18% | -$82K | 0.01% | 858 |
|
|
2021
Q3 | $415K | Buy |
5,275
+26
| +0.5% | +$2.05K | 0.01% | 784 |
|
|
2021
Q2 | $412K | Buy |
5,249
+451
| +9% | +$35.4K | 0.01% | 773 |
|
|
2021
Q1 | $382K | Sell |
4,798
-490
| -9% | -$39K | 0.01% | 705 |
|
|
2020
Q4 | $411K | Sell |
5,288
-8,720
| -62% | -$678K | 0.01% | 616 |
|
|
2020
Q3 | $1.03M | Buy |
14,008
+5,732
| +69% | +$420K | 0.02% | 531 |
|
|
2020
Q2 | $580K | Sell |
8,276
-66
| -0.8% | -$4.63K | 0.02% | 448 |
|
|
2020
Q1 | $576K | Buy |
+8,342
| New | +$576K | 0.02% | 411 |
|