Axxcess Wealth Management’s iShares US Utilities ETF IDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,161
| Closed | -$304K | – | 895 |
|
|
2024
Q4 | $304K | Sell |
3,161
-21
| -0.7% | -$2.02K | 0.01% | 673 |
|
|
2024
Q3 | $325K | Buy |
3,182
+424
| +15% | +$43.3K | 0.01% | 668 |
|
|
2024
Q2 | $242K | Buy |
+2,758
| New | +$242K | 0.01% | 724 |
|
|
2023
Q2 | – | Sell |
-4,372
| Closed | -$366K | – | 639 |
|
|
2023
Q1 | $366K | Buy |
+4,372
| New | +$366K | 0.03% | 435 |
|