CarsonAllaria Wealth Management’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 | $9.18K | Hold |
87
| – | – | ﹤0.01% | 255 |
|
|
2025
Q1 | $8.91K | Hold |
87
| – | – | 0.01% | 257 |
|
|
2024
Q4 | $8.45K | Hold |
87
| – | – | ﹤0.01% | 259 |
|
|
2024
Q3 | $8.96K | Hold |
87
| – | – | 0.01% | 264 |
|
|
2024
Q2 | $7.72K | Hold |
87
| – | – | ﹤0.01% | 273 |
|
|
2024
Q1 | $7.42K | Hold |
87
| – | – | ﹤0.01% | 265 |
|
|
2023
Q4 | $7.02K | Hold |
87
| – | – | 0.01% | 242 |
|
|
2023
Q3 | $6.46K | Hold |
87
| – | – | 0.01% | 237 |
|
|
2023
Q2 | $7.18K | Hold |
87
| – | – | 0.01% | 244 |
|
|
2023
Q1 | $7.31K | Buy |
87
+1
| +1% | +$84 | 0.01% | 231 |
|
|
2022
Q4 | $8K | Hold |
86
| – | – | 0.01% | 206 |
|
|
2022
Q3 | $7K | Buy |
86
+1
| +1% | +$81 | 0.01% | 212 |
|
|
2022
Q2 | $7K | Hold |
85
| – | – | 0.01% | 211 |
|
|
2022
Q1 | $8K | Buy |
85
+1
| +1% | +$94 | 0.01% | 211 |
|
|
2021
Q4 | $7K | Buy |
+84
| New | +$7K | 0.01% | 233 |
|