Forbes Financial Planning’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 | $346K | Sell |
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|
2025
Q2 | $331K | Sell |
|
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|
2025
Q1 | $345K | Hold |
|
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|
2024
Q4 | $327K | Hold |
|
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|
2024
Q3 | $347K | Sell |
|
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|
2024
Q2 | $299K | Buy |
|
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|
2024
Q1 | $287K | Hold |
|
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|
2023
Q4 | $272K | Buy |
|
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|
2023
Q3 | $229K | Hold |
|
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|
2023
Q2 | $255K | Sell |
|
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|
2023
Q1 | $265K | Sell |
|
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|
2022
Q4 | $259K | Hold |
|
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|
2022
Q3 | $259K | Hold |
|
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|
2022
Q2 | $272K | Sell |
|
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|
2022
Q1 | $314K | Buy |
|
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|
2021
Q4 | $304K | Buy |
|