First Citizens Financial Corp’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 | $1.88M | Sell |
17,961
-2,767
| -13% | -$289K | 1.03% | 26 |
|
2025
Q1 | $2.1M | Buy |
20,728
+330
| +2% | +$33.5K | 1.19% | 25 |
|
2024
Q4 | $1.96M | Sell |
20,398
-173
| -0.8% | -$16.6K | 1.07% | 29 |
|
2024
Q3 | $2.1M | Sell |
20,571
-5
| -0% | -$510 | 1.11% | 26 |
|
2024
Q2 | $1.81M | Sell |
20,576
-10
| -0% | -$879 | 1.07% | 26 |
|
2024
Q1 | $1.74M | Sell |
20,586
-114
| -0.6% | -$9.64K | 1.03% | 27 |
|
2023
Q4 | $1.65M | Sell |
20,700
-1,828
| -8% | -$146K | 1.06% | 27 |
|
2023
Q3 | $1.66M | Buy |
22,528
+316
| +1% | +$23.3K | 1.17% | 24 |
|
2023
Q2 | $1.82M | Buy |
+22,212
| New | +$1.82M | 1.23% | 23 |
|
2022
Q4 | $1.45M | Buy |
16,780
+645
| +4% | +$55.8K | 1.25% | 22 |
|
2022
Q3 | $1.31M | Sell |
16,135
-780
| -5% | -$63.3K | 1.29% | 21 |
|
2022
Q2 | $1.45M | Sell |
16,915
-269
| -2% | -$23K | 1.28% | 21 |
|
2022
Q1 | $1.56M | Buy |
17,184
+1,282
| +8% | +$117K | 1.17% | 23 |
|
2021
Q4 | $1.41M | Sell |
15,902
-347
| -2% | -$30.7K | 1.03% | 22 |
|
2021
Q3 | $1.28M | Buy |
16,249
+871
| +6% | +$68.8K | 1.02% | 20 |
|
2021
Q2 | $1.21M | Buy |
15,378
+545
| +4% | +$42.8K | 0.91% | 23 |
|
2021
Q1 | $1.18M | Buy |
14,833
+1,919
| +15% | +$153K | 0.96% | 23 |
|
2020
Q4 | $988K | Buy |
12,914
+218
| +2% | +$16.7K | 0.86% | 25 |
|
2020
Q3 | $927K | Buy |
12,696
+36
| +0.3% | +$2.63K | 0.92% | 23 |
|
2020
Q2 | $887K | Sell |
12,660
-36
| -0.3% | -$2.52K | 0.93% | 23 |
|
2020
Q1 | $877K | Buy |
12,696
+1,260
| +11% | +$87K | 1.15% | 20 |
|
2019
Q4 | $927K | Buy |
+11,436
| New | +$927K | 0.92% | 25 |
|