Cerity Partners’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 | $1.77M | Hold |
16,972
| – | – | ﹤0.01% | 1273 |
|
|
2025
Q1 | $1.72M | Sell |
16,972
-1,294
| -7% | -$131K | ﹤0.01% | 1182 |
|
|
2024
Q4 | $1.76M | Buy |
18,266
+3,794
| +26% | +$365K | ﹤0.01% | 1162 |
|
|
2024
Q3 | $1.48M | Buy |
14,472
+11,972
| +479% | +$1.22M | ﹤0.01% | 1229 |
|
|
2024
Q2 | $220K | Buy |
+2,500
| New | +$220K | ﹤0.01% | 1982 |
|