Empirical Asset Management’s iShares US Utilities ETF IDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $470K | Sell |
4,495
-2
| -0% | -$209 | 0.15% | 212 |
|
|
2025
Q1 | $456K | Buy |
4,497
+52
| +1% | +$5.27K | 0.16% | 208 |
|
|
2024
Q4 | $428K | Buy |
4,445
+45
| +1% | +$4.33K | 0.14% | 181 |
|
|
2024
Q3 | $449K | Buy |
4,400
+461
| +12% | +$47K | 0.16% | 179 |
|
|
2024
Q2 | $346K | Sell |
3,939
-100
| -2% | -$8.79K | 0.13% | 221 |
|
|
2024
Q1 | $341K | Buy |
+4,039
| New | +$341K | 0.16% | 181 |
|