B. Riley Wealth Advisors’s iShares US Utilities ETF IDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $319K | Sell |
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|
2025
Q2 | $372K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $276K | Buy |
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|
2023
Q4 | $214K | Sell |
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|
2023
Q3 | $276K | Sell |
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|
2023
Q2 | $307K | Buy |
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|
2023
Q1 | $308K | Buy |
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|
2022
Q4 | $314K | Buy |
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|
2022
Q3 | $282K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $404K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $138 | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $233K | Buy |
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|
2014
Q1 | $153K | Buy |
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|
2013
Q4 | $140K | Buy |
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