Capital Analysts LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $111K | Hold |
|
|||||
|
2025
Q2 | $105K | Hold |
|
|||||
|
2025
Q1 | $102K | Hold |
|
|||||
|
2024
Q4 | $96K | Hold |
|
|||||
|
2024
Q3 | $102K | Buy |
|
|||||
|
2024
Q2 | $79K | Hold |
|
|||||
|
2024
Q1 | $76K | Hold |
|
|||||
|
2023
Q4 | $72K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $4K | Hold |
|
|||||
|
2021
Q2 | $4K | Buy |
|
|||||
|
2021
Q1 | $4K | Buy |
|