Capital Investment Advisory Services’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 | $61.5K | Buy |
588
+4
| +0.7% | +$418 | 0.01% | 721 |
|
|
2025
Q1 | $59.3K | Buy |
584
+3
| +0.5% | +$304 | 0.01% | 687 |
|
|
2024
Q4 | $55.9K | Buy |
581
+4
| +0.7% | +$385 | 0.01% | 642 |
|
|
2024
Q3 | $58.9K | Buy |
577
+4
| +0.7% | +$408 | 0.01% | 660 |
|
|
2024
Q2 | $50.4K | Buy |
573
+2
| +0.4% | +$176 | 0.01% | 659 |
|
|
2024
Q1 | $48.2K | Buy |
571
+3
| +0.5% | +$253 | 0.01% | 661 |
|
|
2023
Q4 | $45.4K | Buy |
568
+10
| +2% | +$799 | ﹤0.01% | 655 |
|
|
2023
Q3 | $41.1K | Hold |
558
| – | – | ﹤0.01% | 627 |
|
|
2023
Q2 | $45.6K | Buy |
558
+3
| +0.5% | +$245 | ﹤0.01% | 612 |
|
|
2023
Q1 | $46.5K | Buy |
555
+3
| +0.5% | +$251 | 0.01% | 602 |
|
|
2022
Q4 | $47.7K | Buy |
+552
| New | +$47.7K | 0.01% | 619 |
|