CAPTRUST Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $654K | Buy |
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|
2025
Q1 | $625K | Sell |
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|
2024
Q4 | $601K | Hold |
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|
2024
Q3 | $638K | Buy |
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|
2024
Q2 | $452K | Sell |
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|
2024
Q1 | $436K | Buy |
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|
2023
Q4 | $408K | Buy |
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|
2023
Q3 | $369K | Sell |
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|
2023
Q2 | $415K | Buy |
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|
2023
Q1 | $231K | Sell |
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|
2022
Q4 | $267K | Sell |
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|
2022
Q3 | $275K | Buy |
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|
2022
Q2 | $231K | Sell |
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|
2022
Q1 | $249K | Buy |
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|
2021
Q4 | $239K | Hold |
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|
2021
Q3 | $213K | Buy |
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|
2021
Q2 | $173K | Hold |
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|
2021
Q1 | $175K | Buy |
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|
2020
Q4 | $155K | Sell |
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|
2020
Q3 | $225K | Buy |
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|
2020
Q2 | $143K | Buy |
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|
2020
Q1 | $110K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $138K | Hold |
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|
2019
Q2 | $128K | Hold |
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|
2019
Q1 | $125K | Hold |
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|
2018
Q4 | $114K | Hold |
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|
2018
Q3 | $114K | Hold |
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|
2018
Q2 | $113K | Hold |
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|
2018
Q1 | $107K | Hold |
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|
2017
Q4 | $113K | Hold |
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|
2017
Q3 | $105K | Hold |
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|
2017
Q2 | $110K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $180K | Buy |
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