Cetera Investment Advisers’s iShares US Utilities ETF IDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.19M | Buy |
40,104
+6,114
| +18% | +$639K | 0.01% | 1310 |
|
|
2025
Q1 | $3.45M | Sell |
33,990
-30,812
| -48% | -$3.12M | 0.01% | 1356 |
|
|
2024
Q4 | $6.23M | Buy |
64,802
+35,751
| +123% | +$3.44M | 0.01% | 931 |
|
|
2024
Q3 | $2.96M | Buy |
29,051
+2,500
| +9% | +$255K | 0.01% | 1332 |
|
|
2024
Q2 | $2.33M | Buy |
26,551
+5,052
| +23% | +$444K | 0.01% | 1453 |
|
|
2024
Q1 | $1.82M | Buy |
21,499
+13,070
| +155% | +$1.1M | ﹤0.01% | 1621 |
|
|
2023
Q4 | $674K | Sell |
8,429
-716
| -8% | -$57.2K | 0.01% | 1328 |
|
|
2023
Q3 | $673K | Sell |
9,145
-1,175
| -11% | -$86.5K | 0.01% | 1269 |
|
|
2023
Q2 | $844K | Buy |
10,320
+934
| +10% | +$76.4K | 0.01% | 1134 |
|
|
2023
Q1 | $786K | Sell |
9,386
-22,144
| -70% | -$1.85M | 0.01% | 1155 |
|
|
2022
Q4 | $2.73M | Buy |
31,530
+1,386
| +5% | +$120K | 0.03% | 589 |
|
|
2022
Q3 | $2.45M | Buy |
30,144
+10,064
| +50% | +$817K | 0.05% | 396 |
|
|
2022
Q2 | $1.72M | Sell |
20,080
-155
| -0.8% | -$13.3K | 0.03% | 582 |
|
|
2022
Q1 | $1.84M | Buy |
20,235
+959
| +5% | +$87.3K | 0.03% | 589 |
|
|
2021
Q4 | $1.71M | Buy |
19,276
+2,734
| +17% | +$242K | 0.02% | 613 |
|
|
2021
Q3 | $1.31M | Sell |
16,542
-384
| -2% | -$30.3K | 0.02% | 678 |
|
|
2021
Q2 | $1.33M | Sell |
16,926
-2,267
| -12% | -$178K | 0.02% | 664 |
|
|
2021
Q1 | $1.53M | Sell |
19,193
-1,510
| -7% | -$120K | 0.03% | 507 |
|
|
2020
Q4 | $1.61M | Buy |
20,703
+14,355
| +226% | +$1.11M | 0.03% | 494 |
|
|
2020
Q3 | $927K | Sell |
6,348
-208
| -3% | -$30.4K | 0.08% | 272 |
|
|
2020
Q2 | $919K | Buy |
6,556
+2,077
| +46% | +$291K | 0.09% | 252 |
|
|
2020
Q1 | $619K | Buy |
4,479
+892
| +25% | +$123K | 0.08% | 266 |
|
|
2019
Q4 | $582K | Sell |
3,587
-109
| -3% | -$17.7K | 0.06% | 311 |
|
|
2019
Q3 | $602K | Buy |
3,696
+640
| +21% | +$104K | 0.07% | 274 |
|
|
2019
Q2 | $459K | Sell |
3,056
-7,974
| -72% | -$1.2M | 0.06% | 312 |
|
|
2019
Q1 | $1.63M | Buy |
11,030
+1,375
| +14% | +$203K | 0.23% | 110 |
|
|
2018
Q4 | $1.3M | Buy |
+9,655
| New | +$1.3M | 0.21% | 126 |
|
|
2018
Q1 | – | Sell |
-1,550
| Closed | -$206K | – | 404 |
|
|
2017
Q4 | $206K | Buy |
+1,550
| New | +$206K | 0.04% | 388 |
|