Everett Harris & Co’s iShares US Utilities ETF IDU Stock Holding History

Everett Harris & Co’s Portfolio IDU Stock Details IDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.94M	Sell
2025 Q1	$1.88M	Sell
2024 Q4	$1.82M	Hold
2024 Q3	$1.93M	Sell
2024 Q2	$1.66M	Hold
2024 Q1	$1.6M	Sell
2023 Q4	$1.52M	Hold
2023 Q3	$1.4M	Sell
2023 Q2	$1.72M	Sell
2023 Q1	$1.85M	Sell
2022 Q4	$2.1M	Sell
2022 Q3	$1.99M	Hold
2022 Q2	$2.1M	Sell
2022 Q1	$2.78M	Sell
2021 Q4	$2.81M	Sell
2021 Q3	$2.61M	Hold
2021 Q2	$2.59M	Sell
2021 Q1	$2.73M	Sell
2020 Q4	$2.74M	Buy
2020 Q3	$2.57M	Sell
2020 Q2	$2.47M	Sell
2020 Q1	$2.56M	Buy
2019 Q4	$2.51M	Sell
2019 Q3	$2.82M	Sell
2019 Q2	$2.64M	Sell
2019 Q1	$2.59M	Sell
2018 Q4	$2.42M	Sell
2018 Q3	$2.42M	Sell
2018 Q2	$2.41M	Hold
2018 Q1	$2.33M	Sell
2017 Q4	$2.56M	Sell
2017 Q3	$2.63M	Sell
2017 Q2	$2.65M	Sell
2017 Q1	$2.72M	Sell
2016 Q4	$2.83M	Sell
2016 Q3	$2.89M	Sell
2016 Q2	$3.16M	Sell
2016 Q1	$3.01M	Sell
2015 Q4	$2.64M	Sell
2015 Q3	$2.69M	Hold
2015 Q2	$2.59M	Buy
2015 Q1	$2.78M	Sell
2014 Q4	$2.95M	Hold
2014 Q3	$2.63M	Sell
2014 Q2	$2.94M	Sell
2014 Q1	$2.77M	Sell
2013 Q4	$2.68M	Sell
2013 Q3	$2.64M	Sell
2013 Q2	$2.8M	Buy