Davis Capital 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
Q1 | $47.3K | Hold |
466
| – | – | 0.04% | 137 |
|
|
2024
Q4 | $44.8K | Hold |
466
| – | – | 0.04% | 141 |
|
|
2024
Q3 | $47.5K | Hold |
466
| – | – | 0.04% | 144 |
|
|
2024
Q2 | $40.6K | Hold |
466
| – | – | 0.04% | 156 |
|
|
2024
Q1 | $39.2K | Hold |
466
| – | – | 0.04% | 144 |
|
|
2023
Q4 | $37.2K | Buy |
+466
| New | +$37.2K | 0.04% | 143 |
|
|
2020
Q2 | $43K | Hold |
616
| – | – | 0.08% | 109 |
|
|
2020
Q1 | $43K | Buy |
+616
| New | +$43K | 0.09% | 103 |
|