Beaird Harris 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 | $38.7K | Hold |
370
| – | – | ﹤0.01% | 270 |
|
|
2025
Q1 | $37.5K | Sell |
370
-26
| -7% | -$2.64K | ﹤0.01% | 247 |
|
|
2024
Q4 | $38.1K | Hold |
396
| – | – | ﹤0.01% | 252 |
|
|
2024
Q3 | $40.4K | Hold |
396
| – | – | ﹤0.01% | 243 |
|
|
2024
Q2 | $34.8K | Hold |
396
| – | – | ﹤0.01% | 253 |
|
|
2024
Q1 | $33.5K | Hold |
396
| – | – | ﹤0.01% | 233 |
|
|
2023
Q4 | $31.7K | Hold |
396
| – | – | ﹤0.01% | 219 |
|
|
2023
Q3 | $29.1K | Hold |
396
| – | – | ﹤0.01% | 203 |
|
|
2023
Q2 | $32.4K | Hold |
396
| – | – | ﹤0.01% | 197 |
|
|
2023
Q1 | $33.2K | Hold |
396
| – | – | 0.01% | 195 |
|
|
2022
Q4 | $34.3K | Hold |
396
| – | – | 0.01% | 200 |
|
|
2022
Q3 | $32K | Hold |
396
| – | – | 0.01% | 194 |
|
|
2022
Q2 | $34K | Hold |
396
| – | – | 0.01% | 163 |
|
|
2022
Q1 | $36K | Hold |
396
| – | – | 0.01% | 208 |
|
|
2021
Q4 | $35K | Buy |
+396
| New | +$35K | 0.01% | 273 |
|