B. Riley Wealth Advisors’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 | $372K | Buy |
+3,557
| New | +$372K | 0.02% | 621 |
|
|
2024
Q2 | – | Sell |
-3,724
| Closed | -$276K | – | 1496 |
|
|
2024
Q1 | $276K | Buy |
3,724
+1,046
| +39% | +$77.6K | 0.01% | 1081 |
|
|
2023
Q4 | $214K | Sell |
2,678
-1,046
| -28% | -$83.6K | 0.01% | 1223 |
|
|
2023
Q3 | $276K | Sell |
3,724
-29
| -0.8% | -$2.15K | 0.01% | 1081 |
|
|
2023
Q2 | $307K | Buy |
3,753
+78
| +2% | +$6.38K | 0.01% | 1108 |
|
|
2023
Q1 | $308K | Buy |
3,675
+45
| +1% | +$3.77K | 0.01% | 1057 |
|
|
2022
Q4 | $314K | Buy |
3,630
+165
| +5% | +$14.3K | 0.01% | 1031 |
|
|
2022
Q3 | $282K | Buy |
+3,465
| New | +$282K | 0.01% | 1037 |
|
|
2016
Q2 | – | Sell |
-11,002
| Closed | -$404K | – | 632 |
|
|
2016
Q1 | $404K | Buy |
+11,002
| New | +$404K | 0.09% | 270 |
|
|
2015
Q1 | – | Sell |
-2,338
| Closed | -$138 | – | 1222 |
|
|
2014
Q4 | $138 | Buy |
+2,338
| New | +$138 | ﹤0.01% | 1555 |
|
|
2014
Q3 | – | Sell |
-4,190
| Closed | -$233K | – | 1223 |
|
|
2014
Q2 | $233K | Buy |
4,190
+1,258
| +43% | +$70K | 0.05% | 399 |
|
|
2014
Q1 | $153K | Buy |
2,932
+2
| +0.1% | +$104 | 0.05% | 476 |
|
|
2013
Q4 | $140K | Buy |
+2,930
| New | +$140K | 0.04% | 458 |
|