Baird Financial Group’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 | – | Sell |
-4,037
| Closed | -$409K | – | 1811 |
|
2025
Q1 | $409K | Sell |
4,037
-697
| -15% | -$70.7K | ﹤0.01% | 1451 |
|
2024
Q4 | $455K | Buy |
+4,734
| New | +$455K | ﹤0.01% | 1415 |
|
2021
Q2 | – | Sell |
-2,784
| Closed | -$221K | – | 1756 |
|
2021
Q1 | $221K | Buy |
+2,784
| New | +$221K | ﹤0.01% | 1615 |
|
2020
Q1 | – | Sell |
-3,500
| Closed | -$284K | – | 1491 |
|
2019
Q4 | $284K | Buy |
3,500
+52
| +2% | +$4.22K | ﹤0.01% | 1342 |
|
2019
Q3 | $281K | Buy |
+3,448
| New | +$281K | ﹤0.01% | 1338 |
|
2019
Q2 | – | Sell |
-23,918
| Closed | -$1.76M | – | 1541 |
|
2019
Q1 | $1.76M | Buy |
+23,918
| New | +$1.76M | 0.01% | 703 |
|