Corient Private Wealth’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 | $2.35M | Sell |
22,450
-825
| -4% | -$86.3K | ﹤0.01% | 1044 |
|
|
2025
Q1 | $2.36M | Buy |
23,275
+1,157
| +5% | +$117K | ﹤0.01% | 917 |
|
|
2024
Q4 | $2.13M | Sell |
22,118
-2,013
| -8% | -$194K | ﹤0.01% | 975 |
|
|
2024
Q3 | $2.46M | Sell |
24,131
-1,140
| -5% | -$116K | ﹤0.01% | 982 |
|
|
2024
Q2 | $2.22M | Sell |
25,271
-1,347
| -5% | -$118K | ﹤0.01% | 977 |
|
|
2024
Q1 | $2.25M | Buy |
26,618
+1,516
| +6% | +$128K | ﹤0.01% | 971 |
|
|
2023
Q4 | $2.01M | Sell |
25,102
-1,655
| -6% | -$132K | ﹤0.01% | 997 |
|
|
2023
Q3 | $1.97M | Sell |
26,757
-8,521
| -24% | -$627K | ﹤0.01% | 924 |
|
|
2023
Q2 | $2.88M | Buy |
35,278
+1,414
| +4% | +$116K | 0.01% | 789 |
|
|
2023
Q1 | $2.83M | Buy |
33,864
+10,108
| +43% | +$846K | 0.01% | 740 |
|
|
2022
Q4 | $2.06M | Buy |
+23,756
| New | +$2.06M | 0.01% | 694 |
|