Capital Analysts LLC’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 | $105K | Hold |
1,001
| – | – | ﹤0.01% | 654 |
|
|
2025
Q1 | $102K | Hold |
1,001
| – | – | ﹤0.01% | 638 |
|
|
2024
Q4 | $96K | Hold |
1,001
| – | – | ﹤0.01% | 620 |
|
|
2024
Q3 | $102K | Buy |
1,001
+101
| +11% | +$10.3K | ﹤0.01% | 583 |
|
|
2024
Q2 | $79K | Hold |
900
| – | – | ﹤0.01% | 624 |
|
|
2024
Q1 | $76K | Hold |
900
| – | – | ﹤0.01% | 591 |
|
|
2023
Q4 | $72K | Buy |
+900
| New | +$72K | ﹤0.01% | 585 |
|
|
2021
Q4 | – | Sell |
-50
| Closed | -$4K | – | 1012 |
|
|
2021
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 878 |
|
|
2021
Q2 | $4K | Buy |
50
+1
| +2% | +$80 | ﹤0.01% | 833 |
|
|
2021
Q1 | $4K | Buy |
+49
| New | +$4K | ﹤0.01% | 891 |
|