B
Bensler’s iShares US Utilities ETF IDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-243,010
| Closed | -$23.4M | – | 162 |
|
|
2024
Q4 | $23.4M | Buy |
243,010
+17,151
| +8% | +$1.65M | 2.78% | 6 |
|
|
2024
Q3 | $23M | Buy |
225,859
+37,200
| +20% | +$3.8M | 2.91% | 6 |
|
|
2024
Q2 | $16.6M | Buy |
188,659
+181,853
| +2,672% | +$16M | 2.23% | 12 |
|
|
2024
Q1 | $575K | Buy |
6,806
+2,909
| +75% | +$246K | 0.08% | 104 |
|
|
2023
Q4 | $312K | Buy |
3,897
+57
| +1% | +$4.56K | 0.05% | 127 |
|
|
2023
Q3 | $283K | Hold |
3,840
| – | – | 0.05% | 129 |
|
|
2023
Q2 | $314K | Buy |
3,840
+18
| +0.5% | +$1.47K | 0.06% | 124 |
|
|
2023
Q1 | $320K | Buy |
3,822
+21
| +0.6% | +$1.76K | 0.06% | 117 |
|
|
2022
Q4 | $329K | Buy |
3,801
+23
| +0.6% | +$1.99K | 0.07% | 115 |
|
|
2022
Q3 | $306K | Buy |
3,778
+26
| +0.7% | +$2.11K | 0.07% | 117 |
|
|
2022
Q2 | $321K | Buy |
3,752
+19
| +0.5% | +$1.63K | 0.08% | 115 |
|
|
2022
Q1 | $340K | Buy |
+3,733
| New | +$340K | 0.07% | 117 |
|