Evanson Asset Management’s iShares US Utilities ETF IDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $528K | Buy |
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|
2025
Q2 | $498K | Buy |
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|
2025
Q1 | $482K | Buy |
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|
2024
Q4 | $457K | Buy |
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|
2024
Q3 | $483K | Sell |
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|
2024
Q2 | $429K | Hold |
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|
2024
Q1 | $412K | Hold |
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|
2023
Q4 | $390K | Sell |
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|
2023
Q3 | $708K | Hold |
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|
2023
Q2 | $787K | Hold |
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|
2023
Q1 | $805K | Hold |
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|
2022
Q4 | $833K | Hold |
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|
2022
Q3 | $781K | Hold |
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|
2022
Q2 | $824K | Hold |
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|
2022
Q1 | $876K | Sell |
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|
2021
Q4 | $858K | Hold |
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|
2021
Q3 | $763K | Hold |
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|
2021
Q2 | $762K | Buy |
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|
2021
Q1 | $761K | Hold |
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|
2020
Q4 | $742K | Hold |
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|
2020
Q3 | $698K | Hold |
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|
2020
Q2 | $670K | Sell |
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|
2020
Q1 | $666K | Sell |
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|
2019
Q4 | $1.49M | Sell |
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|
2019
Q3 | $1.58M | Sell |
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|
2019
Q2 | $1.47M | Hold |
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|
2019
Q1 | $1.44M | Buy |
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|
2018
Q4 | $1.29M | Sell |
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|
2018
Q3 | $1.3M | Buy |
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|
2018
Q2 | $1.28M | Hold |
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|
2018
Q1 | $1.23M | Sell |
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|
2017
Q4 | $1.6M | Buy |
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|
2017
Q3 | $1.6M | Hold |
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|
2017
Q2 | $1.57M | Hold |
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|
2017
Q1 | $1.55M | Buy |
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|
2016
Q4 | $1.47M | Sell |
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|
2016
Q3 | $1.76M | Sell |
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|
2016
Q2 | $1.94M | Hold |
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|
2016
Q1 | $1.82M | Buy |
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|
2015
Q4 | $1.59M | Buy |
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|
2015
Q3 | $1.59M | Hold |
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|
2015
Q2 | $1.53M | Sell |
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|
2015
Q1 | $1.65M | Sell |
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|
2014
Q4 | $1.9M | Buy |
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|
2014
Q3 | $1.41M | Sell |
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|
2014
Q2 | $1.63M | Buy |
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|
2014
Q1 | $1.19M | Hold |
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|
2013
Q4 | $1.09M | Buy |
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