Cambridge Investment Research Advisors’s iShares US Utilities ETF IDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.32M | Sell |
45,785
-44,382
| -49% | -$5.05M | 0.01% | 933 |
|
|
2025
Q4 | $9.77M | Buy |
90,167
+4,364
| +5% | +$488K | 0.03% | 593 |
|
|
2025
Q3 | $9.52M | Buy |
85,803
+32,476
| +61% | +$3.5M | 0.03% | 583 |
|
|
2025
Q2 | $5.58M | Buy |
53,327
+11,164
| +26% | +$1.14M | 0.02% | 794 |
|
|
2025
Q1 | $4.28M | Sell |
42,163
-44,675
| -51% | -$4.46M | 0.01% | 887 |
|
|
2024
Q4 | $8.36M | Sell |
86,838
-2,890
| -3% | -$291K | 0.03% | 561 |
|
|
2024
Q3 | $9.15M | Buy |
89,728
+23,033
| +35% | +$2.18M | 0.03% | 540 |
|
|
2024
Q2 | $5.86M | Buy |
66,695
+40,666
| +156% | +$3.57M | 0.02% | 681 |
|
|
2024
Q1 | $2.2M | Sell |
26,029
-421
| -2% | -$33.6K | 0.01% | 1199 |
|
|
2023
Q4 | $2.11M | Buy |
26,450
+2,506
| +10% | +$192K | 0.01% | 1162 |
|
|
2023
Q3 | $1.76M | Buy |
23,944
+830
| +4% | +$66.6K | 0.01% | 1223 |
|
|
2023
Q2 | $1.89M | Sell |
23,114
-39,657
| -63% | -$3.3M | 0.01% | 1203 |
|
|
2023
Q1 | $5.25M | Buy |
62,771
+37,519
| +149% | +$3.13M | 0.03% | 605 |
|
|
2022
Q4 | $2.19M | Sell |
25,252
-31,293
| -55% | -$2.63M | 0.01% | 1031 |
|
|
2022
Q3 | $4.59M | Buy |
56,545
+10,473
| +23% | +$943K | 0.03% | 609 |
|
|
2022
Q2 | $3.94M | Buy |
46,072
+25,041
| +119% | +$2.21M | 0.02% | 695 |
|
|
2022
Q1 | $1.91M | Buy |
21,031
+282
| +1% | +$24K | 0.01% | 1163 |
|
|
2021
Q4 | $1.83M | Sell |
20,749
-1,349
| -6% | -$113K | 0.01% | 1199 |
|
|
2021
Q3 | $1.74M | Buy |
22,098
+2,245
| +11% | +$185K | 0.01% | 1176 |
|
|
2021
Q2 | $1.56M | Sell |
19,853
-72,510
| -79% | -$5.88M | 0.01% | 1250 |
|
|
2021
Q1 | $7.35M | Buy |
92,363
+68,467
| +287% | +$5.27M | 0.04% | 427 |
|
|
2020
Q4 | $1.85M | Buy |
23,896
+1,080
| +5% | +$84.1K | 0.01% | 959 |
|
|
2020
Q3 | $1.67M | Buy |
22,816
+1,208
| +6% | +$88.6K | 0.01% | 904 |
|
|
2020
Q2 | $1.51M | Buy |
21,608
+8
| +0% | +$572 | 0.01% | 898 |
|
|
2020
Q1 | $1.49M | Sell |
21,600
-4,958
| -19% | -$396K | 0.01% | 784 |
|
|
2019
Q4 | $2.15M | Sell |
26,558
-11,106
| -29% | -$885K | 0.02% | 753 |
|
|
2019
Q3 | $3.07M | Sell |
37,664
-27,450
| -42% | -$2.13M | 0.03% | 595 |
|
|
2019
Q2 | $4.91M | Buy |
65,114
+41,114
| +171% | +$3.05M | 0.05% | 395 |
|
|
2019
Q1 | $1.77M | Sell |
24,000
-44,848
| -65% | -$3.16M | 0.02% | 770 |
|
|
2018
Q4 | $4.62M | Buy |
68,848
+49,942
| +264% | +$3.44M | 0.05% | 350 |
|
|
2018
Q3 | $1.27M | Sell |
18,906
-1,102
| -6% | -$74.4K | 0.01% | 901 |
|
|
2018
Q2 | $1.32M | Buy |
20,008
+676
| +3% | +$43.2K | 0.01% | 830 |
|
|
2018
Q1 | $1.23M | Sell |
19,332
-9,320
| -33% | -$587K | 0.01% | 834 |
|
|
2017
Q4 | $1.9M | Sell |
28,652
-73,890
| -72% | -$5.08M | 0.02% | 604 |
|
|
2017
Q3 | $6.81M | Buy |
102,542
+29,324
| +40% | +$1.97M | 0.09% | 211 |
|
|
2017
Q2 | $4.76M | Buy |
73,218
+62,644
| +592% | +$4.12M | 0.07% | 266 |
|
|
2017
Q1 | $679K | Sell |
10,574
-2,014
| -16% | -$126K | 0.01% | 924 |
|
|
2016
Q4 | $767K | Sell |
12,588
-254
| -2% | -$15.2K | 0.01% | 811 |
|
|
2016
Q3 | $787K | Sell |
12,842
-954
| -7% | -$60.5K | 0.01% | 797 |
|
|
2016
Q2 | $906K | Sell |
13,796
-2,994
| -18% | -$185K | 0.02% | 649 |
|
|
2016
Q1 | $1.04M | Buy |
16,790
+4,284
| +34% | +$246K | 0.02% | 559 |
|
|
2015
Q4 | $675K | Buy |
12,506
+606
| +5% | +$32.9K | 0.02% | 720 |
|
|
2015
Q3 | $642K | Sell |
11,900
-9,008
| -43% | -$483K | 0.02% | 647 |
|
|
2015
Q2 | $1.08M | Sell |
20,908
-6,650
| -24% | -$365K | 0.03% | 477 |
|
|
2015
Q1 | $1.54M | Sell |
27,558
-6,010
| -18% | -$348K | 0.04% | 362 |
|
|
2014
Q4 | $1.99M | Buy |
33,568
+12,552
| +60% | +$712K | 0.06% | 296 |
|
|
2014
Q3 | $1.11M | Sell |
21,016
-11,838
| -36% | -$630K | 0.03% | 481 |
|
|
2014
Q2 | $1.83M | Buy |
32,854
+10,226
| +45% | +$546K | 0.06% | 292 |
|
|
2014
Q1 | $1.18M | Buy |
22,628
+9,058
| +67% | +$449K | 0.04% | 383 |
|
|
2013
Q4 | $650K | Buy |
13,570
+232
| +2% | +$11.1K | 0.03% | 542 |
|
|
2013
Q3 | $626K | Sell |
13,338
-1,606
| -11% | -$76.8K | 0.03% | 527 |
|
|
2013
Q2 | $707K | Buy |
+14,944
| New | +$729K | 0.04% | 419 |
|
Other funds holding IDU
DWM
PRS
PCH
SPIA
