Envestnet Portfolio Solutions’s iShares US Utilities ETF IDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,156
| Closed | -$207K | – | 1669 |
|
|
2024
Q4 | $207K | Buy |
2,156
+16
| +0.7% | +$1.54K | ﹤0.01% | 1677 |
|
|
2024
Q3 | $218K | Sell |
2,140
-202
| -9% | -$20.6K | ﹤0.01% | 1610 |
|
|
2024
Q2 | $206K | Sell |
2,342
-450
| -16% | -$39.5K | ﹤0.01% | 1581 |
|
|
2024
Q1 | $236K | Buy |
2,792
+259
| +10% | +$21.9K | ﹤0.01% | 1475 |
|
|
2023
Q4 | $202K | Buy |
+2,533
| New | +$202K | ﹤0.01% | 1493 |
|