Carolinas Wealth Consulting’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 | – | Sell |
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|
2025
Q1 | $95.9K | Sell |
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|
2024
Q4 | $90.9K | Hold |
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|
2024
Q3 | $96.4K | Hold |
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|
2024
Q2 | $83.1K | Buy |
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|
2024
Q1 | $79.9K | Hold |
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|
2023
Q4 | $75.6K | Hold |
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|
2023
Q3 | $70.5K | Sell |
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|
2023
Q2 | $154K | Buy |
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|
2023
Q1 | $157K | Buy |
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|
2022
Q4 | $162K | Buy |
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|
2022
Q3 | $151K | Buy |
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|
2022
Q2 | $159K | Buy |
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|
2022
Q1 | $168K | Buy |
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|
2021
Q4 | $162K | Buy |
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|
2021
Q3 | $144K | Buy |
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|
2021
Q2 | $142K | Buy |
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|
2021
Q1 | $143K | Buy |
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|
2020
Q4 | $139K | Sell |
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|
2020
Q3 | $185K | Buy |
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|
2020
Q2 | $176K | Buy |
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|
2020
Q1 | $172K | Buy |
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|
2019
Q4 | $129K | Buy |
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