Bartlett & Co Wealth Management’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 | $83.7K | Hold |
800
| – | – | ﹤0.01% | 583 |
|
|
2025
Q1 | $81.1K | Hold |
800
| – | – | ﹤0.01% | 577 |
|
|
2024
Q4 | $77K | Hold |
800
| – | – | ﹤0.01% | 573 |
|
|
2024
Q3 | $81.6K | Hold |
800
| – | – | ﹤0.01% | 572 |
|
|
2024
Q2 | $70.3K | Hold |
800
| – | – | ﹤0.01% | 596 |
|
|
2024
Q1 | $67.6K | Hold |
800
| – | – | ﹤0.01% | 614 |
|
|
2023
Q4 | $63.9K | Hold |
800
| – | – | ﹤0.01% | 653 |
|
|
2023
Q3 | $59.4K | Hold |
800
| – | – | ﹤0.01% | 631 |
|
|
2023
Q2 | $65.4K | Buy |
800
+400
| +100% | +$32.7K | ﹤0.01% | 621 |
|
|
2023
Q1 | $33.5K | Hold |
400
| – | – | ﹤0.01% | 629 |
|
|
2022
Q4 | $34.6K | Hold |
400
| – | – | ﹤0.01% | 629 |
|
|
2022
Q3 | $32.5K | Hold |
400
| – | – | ﹤0.01% | 634 |
|
|
2022
Q2 | $34.2K | Hold |
400
| – | – | ﹤0.01% | 643 |
|
|
2022
Q1 | $34.2K | Buy |
+400
| New | +$34.2K | ﹤0.01% | 654 |
|
|
2021
Q4 | – | Sell |
-400
| Closed | -$31.6K | – | 622 |
|
|
2021
Q3 | $31.6K | Hold |
400
| – | – | ﹤0.01% | 573 |
|
|
2021
Q2 | $31.4K | Hold |
400
| – | – | ﹤0.01% | 576 |
|
|
2021
Q1 | $31.8K | Hold |
400
| – | – | ﹤0.01% | 608 |
|
|
2020
Q4 | $30.6K | Hold |
400
| – | – | ﹤0.01% | 607 |
|
|
2020
Q3 | $29.2K | Hold |
400
| – | – | ﹤0.01% | 571 |
|
|
2020
Q2 | $28K | Hold |
400
| – | – | ﹤0.01% | 570 |
|
|
2020
Q1 | $27.6K | Hold |
400
| – | – | ﹤0.01% | 544 |
|
|
2019
Q4 | $32.4K | Hold |
400
| – | – | ﹤0.01% | 594 |
|
|
2019
Q3 | $32.6K | Buy |
+400
| New | +$32.6K | ﹤0.01% | 593 |
|