Forbes Financial Planning’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 | $331K | Sell |
3,164
-235
| -7% | -$24.6K | 0.22% | 30 |
|
|
2025
Q1 | $345K | Hold |
3,399
| – | – | 0.26% | 28 |
|
|
2024
Q4 | $327K | Hold |
3,399
| – | – | 0.16% | 29 |
|
|
2024
Q3 | $347K | Sell |
3,399
-600
| -15% | -$61.2K | 0.25% | 27 |
|
|
2024
Q2 | $299K | Buy |
3,999
+600
| +18% | +$44.8K | 0.23% | 27 |
|
|
2024
Q1 | $287K | Hold |
3,399
| – | – | 0.25% | 27 |
|
|
2023
Q4 | $272K | Buy |
3,399
+284
| +9% | +$22.7K | 0.25% | 27 |
|
|
2023
Q3 | $229K | Hold |
3,115
| – | – | 0.25% | 27 |
|
|
2023
Q2 | $255K | Sell |
3,115
-49
| -2% | -$4.01K | 0.25% | 27 |
|
|
2023
Q1 | $265K | Sell |
3,164
-30
| -0.9% | -$2.51K | 0.26% | 27 |
|
|
2022
Q4 | $259K | Hold |
3,194
| – | – | 0.38% | 26 |
|
|
2022
Q3 | $259K | Hold |
3,194
| – | – | 0.38% | 26 |
|
|
2022
Q2 | $272K | Sell |
3,194
-257
| -7% | -$21.9K | 0.39% | 26 |
|
|
2022
Q1 | $314K | Buy |
3,451
+27
| +0.8% | +$2.46K | 0.39% | 24 |
|
|
2021
Q4 | $304K | Buy |
+3,424
| New | +$304K | 0.3% | 32 |
|