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Bellwether Advisors’s iShares US Utilities ETF IDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.03K | Hold |
29
| – | – | ﹤0.01% | 464 |
|
|
2025
Q1 | $2.94K | Hold |
29
| – | – | ﹤0.01% | 413 |
|
|
2024
Q4 | $2.79K | Buy |
+29
| New | +$2.79K | ﹤0.01% | 420 |
|
|
2024
Q3 | – | Sell |
-35,344
| Closed | -$3.11M | – | 133 |
|
|
2024
Q2 | $3.11M | Buy |
35,344
+249
| +0.7% | +$21.9K | 0.65% | 36 |
|
|
2024
Q1 | $2.97M | Sell |
35,095
-25,327
| -42% | -$2.14M | 0.65% | 40 |
|
|
2023
Q4 | $4.83M | Sell |
60,422
-2,819
| -4% | -$225K | 1.19% | 24 |
|
|
2023
Q3 | $4.65M | Buy |
+63,241
| New | +$4.65M | 1.27% | 19 |
|