Farther Finance Advisors’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
Q2 | $123K | Buy |
1,177
+299
| +34% | +$31.3K | ﹤0.01% | 1653 |
|
|
2025
Q1 | $89.3K | Buy |
878
+789
| +887% | +$80.3K | ﹤0.01% | 1603 |
|
|
2024
Q4 | $8.57K | Buy |
89
+81
| +1,013% | +$7.8K | ﹤0.01% | 2442 |
|
|
2024
Q3 | $818 | Hold |
8
| – | – | ﹤0.01% | 3299 |
|
|
2024
Q2 | $698 | Sell |
8
-113
| -93% | -$9.86K | ﹤0.01% | 3182 |
|
|
2024
Q1 | $10.2K | Buy |
121
+101
| +505% | +$8.5K | ﹤0.01% | 1762 |
|
|
2023
Q4 | $1.6K | Buy |
20
+6
| +43% | +$480 | ﹤0.01% | 2522 |
|
|
2023
Q3 | $1.03K | Buy |
14
+2
| +17% | +$147 | ﹤0.01% | 2074 |
|
|
2023
Q2 | $981 | Buy |
+12
| New | +$981 | ﹤0.01% | 1986 |
|