Creative Planning’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 | $490K | Sell |
4,682
-687
| -13% | -$71.8K | ﹤0.01% | 2482 |
|
|
2025
Q1 | $545K | Buy |
5,369
+1,399
| +35% | +$142K | ﹤0.01% | 2202 |
|
|
2024
Q4 | $382K | Buy |
3,970
+548
| +16% | +$52.7K | ﹤0.01% | 2467 |
|
|
2024
Q3 | $349K | Buy |
+3,422
| New | +$349K | ﹤0.01% | 2405 |
|
|
2022
Q4 | – | Sell |
-2,928
| Closed | -$238K | – | 2424 |
|
|
2022
Q3 | $238K | Sell |
2,928
-46
| -2% | -$3.74K | ﹤0.01% | 1781 |
|
|
2022
Q2 | $255K | Buy |
+2,974
| New | +$255K | ﹤0.01% | 1717 |
|
|
2017
Q3 | – | Sell |
-2,736
| Closed | -$178K | – | 2676 |
|
|
2017
Q2 | $178K | Sell |
2,736
-1,438
| -34% | -$93.6K | ﹤0.01% | 1579 |
|
|
2017
Q1 | $268K | Hold |
4,174
| – | – | ﹤0.01% | 1317 |
|
|
2016
Q4 | $254K | Sell |
4,174
-64
| -2% | -$3.9K | ﹤0.01% | 1270 |
|
|
2016
Q3 | $260K | Buy |
4,238
+400
| +10% | +$24.5K | ﹤0.01% | 1255 |
|
|
2016
Q2 | $252K | Hold |
3,838
| – | – | ﹤0.01% | 1138 |
|
|
2016
Q1 | $237K | Hold |
3,838
| – | – | ﹤0.01% | 1122 |
|
|
2015
Q4 | $207K | Sell |
3,838
-600
| -14% | -$32.4K | ﹤0.01% | 1166 |
|
|
2015
Q3 | $239K | Buy |
+4,438
| New | +$239K | ﹤0.01% | 1085 |
|
|
2015
Q2 | – | Sell |
-6,980
| Closed | -$390K | – | 1880 |
|
|
2015
Q1 | $390K | Hold |
6,980
| – | – | ﹤0.01% | 841 |
|
|
2014
Q4 | $413K | Buy |
6,980
+2,000
| +40% | +$118K | ﹤0.01% | 766 |
|
|
2014
Q3 | $262K | Buy |
4,980
+3,070
| +161% | +$162K | ﹤0.01% | 931 |
|
|
2014
Q2 | $106K | Buy |
1,910
+72
| +4% | +$4K | ﹤0.01% | 1387 |
|
|
2014
Q1 | $96K | Hold |
1,838
| – | – | ﹤0.01% | 1419 |
|
|
2013
Q4 | $88K | Buy |
1,838
+62
| +3% | +$2.97K | ﹤0.01% | 1279 |
|
|
2013
Q3 | $83K | Buy |
1,776
+548
| +45% | +$25.6K | ﹤0.01% | 1223 |
|
|
2013
Q2 | $58K | Buy |
+1,228
| New | +$58K | ﹤0.01% | 1305 |
|