CIBC Private Wealth Group’s iShares US Utilities ETF IDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398K | Sell |
3,804
-400
| -10% | -$41.8K | ﹤0.01% | 892 |
|
|
2025
Q1 | $395K | Hold |
4,204
| – | – | ﹤0.01% | 874 |
|
|
2024
Q4 | $407K | Buy |
4,204
+555
| +15% | +$53.7K | ﹤0.01% | 924 |
|
|
2024
Q3 | $372K | Hold |
3,649
| – | – | ﹤0.01% | 964 |
|
|
2024
Q2 | $322K | Sell |
3,649
-83
| -2% | -$7.32K | ﹤0.01% | 934 |
|
|
2024
Q1 | $314K | Sell |
3,732
-50
| -1% | -$4.21K | ﹤0.01% | 957 |
|
|
2023
Q4 | $302K | Buy |
3,782
+25
| +0.7% | +$2K | ﹤0.01% | 929 |
|
|
2023
Q3 | $276K | Buy |
+3,757
| New | +$276K | ﹤0.01% | 907 |
|
|
2018
Q3 | – | Sell |
-100
| Closed | -$7K | – | 1293 |
|
|
2018
Q2 | $7K | Sell |
100
-300
| -75% | -$21K | ﹤0.01% | 1648 |
|
|
2018
Q1 | $25K | Hold |
400
| – | – | ﹤0.01% | 1334 |
|
|
2017
Q4 | $27K | Buy |
+400
| New | +$27K | ﹤0.01% | 1343 |
|