Cherry Tree 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 | $37.2K | Hold |
356
| – | – | 0.01% | 278 |
|
|
2025
Q1 | $36.1K | Hold |
356
| – | – | 0.01% | 281 |
|
|
2024
Q4 | $34.3K | Hold |
356
| – | – | 0.01% | 279 |
|
|
2024
Q3 | $36.3K | Hold |
356
| – | – | 0.01% | 282 |
|
|
2024
Q2 | $31.3K | Hold |
356
| – | – | 0.01% | 289 |
|
|
2024
Q1 | $30.1K | Hold |
356
| – | – | 0.01% | 288 |
|
|
2023
Q4 | $28.5K | Hold |
356
| – | – | 0.01% | 282 |
|
|
2023
Q3 | $26.2K | Hold |
356
| – | – | 0.01% | 275 |
|
|
2023
Q2 | $29.1K | Buy |
+356
| New | +$29.1K | 0.01% | 263 |
|