Bank of Montreal’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 | $314K | Sell |
2,998
-542
| -15% | -$56.7K | ﹤0.01% | 2286 |
|
|
2025
Q1 | $359K | Hold |
3,540
| – | – | ﹤0.01% | 2151 |
|
|
2024
Q4 | $341K | Buy |
3,540
+417
| +13% | +$40.1K | ﹤0.01% | 2191 |
|
|
2024
Q3 | $317K | Sell |
3,123
-2,338
| -43% | -$237K | ﹤0.01% | 2441 |
|
|
2024
Q2 | $489K | Hold |
5,461
| – | – | ﹤0.01% | 2162 |
|
|
2024
Q1 | $465K | Sell |
5,461
-6,441
| -54% | -$549K | ﹤0.01% | 2206 |
|
|
2023
Q4 | $1.01M | Sell |
11,902
-3,551
| -23% | -$302K | ﹤0.01% | 1712 |
|
|
2023
Q3 | $1.32M | Buy |
15,453
+10,169
| +192% | +$866K | ﹤0.01% | 1608 |
|
|
2023
Q2 | $440K | Buy |
5,284
+184
| +4% | +$15.3K | ﹤0.01% | 2321 |
|
|
2023
Q1 | $427K | Sell |
5,100
-17,919
| -78% | -$1.5M | ﹤0.01% | 2307 |
|
|
2022
Q4 | $2.17M | Buy |
23,019
+21,360
| +1,288% | +$2.01M | ﹤0.01% | 1477 |
|
|
2022
Q3 | $156 | Hold |
1,659
| – | – | ﹤0.01% | 2865 |
|
|
2022
Q2 | $150 | Buy |
1,659
+33
| +2% | +$3 | ﹤0.01% | 2947 |
|
|
2022
Q1 | $148K | Sell |
1,626
-2,444
| -60% | -$222K | ﹤0.01% | 3080 |
|
|
2021
Q4 | $359K | Buy |
4,070
+2,694
| +196% | +$238K | ﹤0.01% | 2560 |
|
|
2021
Q3 | $113K | Hold |
1,376
| – | – | ﹤0.01% | 3226 |
|
|
2021
Q2 | $112K | Buy |
+1,376
| New | +$112K | ﹤0.01% | 3176 |
|
|
2021
Q1 | – | Sell |
-2,264
| Closed | -$173K | – | 4693 |
|
|
2020
Q4 | $173K | Buy |
2,264
+576
| +34% | +$44K | ﹤0.01% | 2858 |
|
|
2020
Q3 | $129K | Sell |
1,688
-14
| -0.8% | -$1.07K | ﹤0.01% | 2573 |
|
|
2020
Q2 | $119K | Sell |
1,702
-726
| -30% | -$50.8K | ﹤0.01% | 2656 |
|
|
2020
Q1 | $162K | Buy |
2,428
+1,594
| +191% | +$106K | ﹤0.01% | 2147 |
|
|
2019
Q4 | $68K | Buy |
+834
| New | +$68K | ﹤0.01% | 3172 |
|
|
2019
Q3 | – | Sell |
-2,170
| Closed | -$164K | – | 4265 |
|
|
2019
Q2 | $164K | Sell |
2,170
-70
| -3% | -$5.29K | ﹤0.01% | 2610 |
|
|
2019
Q1 | $165K | Sell |
2,240
-414
| -16% | -$30.5K | ﹤0.01% | 2447 |
|
|
2018
Q4 | $177K | Hold |
2,654
| – | – | ﹤0.01% | 2368 |
|
|
2018
Q3 | $177K | Sell |
2,654
-204
| -7% | -$13.6K | ﹤0.01% | 2537 |
|
|
2018
Q2 | $188K | Sell |
2,858
-630
| -18% | -$41.4K | ﹤0.01% | 2512 |
|
|
2018
Q1 | $222K | Sell |
3,488
-2,236
| -39% | -$142K | ﹤0.01% | 2373 |
|
|
2017
Q4 | $381K | Buy |
5,724
+3,376
| +144% | +$225K | ﹤0.01% | 2171 |
|
|
2017
Q3 | $156K | Sell |
2,348
-92
| -4% | -$6.11K | ﹤0.01% | 2534 |
|
|
2017
Q2 | $159K | Hold |
2,440
| – | – | ﹤0.01% | 2516 |
|
|
2017
Q1 | $157K | Sell |
2,440
-2,354
| -49% | -$151K | ﹤0.01% | 2381 |
|
|
2016
Q4 | $281K | Sell |
4,794
-12,468
| -72% | -$731K | ﹤0.01% | 2118 |
|
|
2016
Q3 | $1.06M | Buy |
17,262
+2,442
| +16% | +$150K | ﹤0.01% | 1653 |
|
|
2016
Q2 | $973K | Buy |
14,820
+12,450
| +525% | +$817K | ﹤0.01% | 1697 |
|
|
2016
Q1 | $146K | Sell |
2,370
-29,244
| -93% | -$1.8M | ﹤0.01% | 2433 |
|
|
2015
Q4 | $1.71M | Buy |
31,614
+29,726
| +1,574% | +$1.6M | ﹤0.01% | 1393 |
|
|
2015
Q3 | $102K | Sell |
1,888
-902
| -32% | -$48.7K | ﹤0.01% | 2399 |
|
|
2015
Q2 | $145K | Sell |
2,790
-3,458
| -55% | -$180K | ﹤0.01% | 2357 |
|
|
2015
Q1 | $349K | Buy |
6,248
+828
| +15% | +$46.3K | ﹤0.01% | 1927 |
|
|
2014
Q4 | $320K | Buy |
5,420
+2,718
| +101% | +$160K | ﹤0.01% | 1940 |
|
|
2014
Q3 | $142K | Sell |
2,702
-18
| -0.7% | -$946 | ﹤0.01% | 2258 |
|
|
2014
Q2 | $151K | Buy |
2,720
+18
| +0.7% | +$999 | ﹤0.01% | 2241 |
|
|
2014
Q1 | $141K | Sell |
2,702
-6,462
| -71% | -$337K | ﹤0.01% | 2164 |
|
|
2013
Q4 | $439K | Buy |
9,164
+5,288
| +136% | +$253K | ﹤0.01% | 1607 |
|
|
2013
Q3 | $182K | Buy |
3,876
+252
| +7% | +$11.8K | ﹤0.01% | 1926 |
|
|
2013
Q2 | $171K | Buy |
+3,624
| New | +$171K | ﹤0.01% | 1907 |
|