BOS Asset 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 | $1.91M | Sell |
18,231
-1,066
| -6% | -$111K | 0.61% | 37 |
|
|
2025
Q1 | $1.96M | Sell |
19,297
-150
| -0.8% | -$15.2K | 0.67% | 32 |
|
|
2024
Q4 | $1.87M | Sell |
19,447
-19
| -0.1% | -$1.83K | 0.67% | 31 |
|
|
2024
Q3 | $1.99M | Sell |
19,466
-1,495
| -7% | -$153K | 0.73% | 28 |
|
|
2024
Q2 | $1.84M | Sell |
20,961
-309
| -1% | -$27.2K | 0.85% | 26 |
|
|
2024
Q1 | $1.8M | Sell |
21,270
-2,134
| -9% | -$180K | 0.94% | 25 |
|
|
2023
Q4 | $1.87M | Sell |
23,404
-1,610
| -6% | -$129K | 1.28% | 18 |
|
|
2023
Q3 | $1.84M | Sell |
25,014
-794
| -3% | -$58.4K | 1.35% | 16 |
|
|
2023
Q2 | $2.11M | Sell |
25,808
-571
| -2% | -$46.7K | 1.64% | 16 |
|
|
2023
Q1 | $2.21M | Sell |
26,379
-4,794
| -15% | -$401K | 1.84% | 13 |
|
|
2022
Q4 | $2.7M | Buy |
+31,173
| New | +$2.7M | 2.41% | 11 |
|