Forvis Mazars Wealth Advisors’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
Q2 | $827K | Sell |
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|
2025
Q1 | $806K | Sell |
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|
2024
Q4 | $823K | Sell |
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|
2024
Q3 | $907K | Buy |
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|
2024
Q2 | $752K | Buy |
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|
2024
Q1 | $714K | Sell |
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|
2023
Q4 | $684K | Hold |
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|
2023
Q3 | $629K | Sell |
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|
2023
Q2 | $738K | Buy |
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|
2023
Q1 | $716K | Hold |
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|
2022
Q4 | $740K | Sell |
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|
2022
Q3 | $699K | Sell |
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|
2022
Q2 | $766K | Sell |
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|
2022
Q1 | $871K | Sell |
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|
2021
Q4 | $849K | Sell |
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|
2021
Q3 | $795K | Hold |
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|
2021
Q2 | $790K | Sell |
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|
2021
Q1 | $821K | Sell |
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|
2020
Q4 | $813K | Sell |
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|
2020
Q3 | $778K | Buy |
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|
2020
Q2 | $746K | Sell |
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|
2020
Q1 | $756K | Sell |
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|
2019
Q4 | $929K | Sell |
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|
2019
Q3 | $956K | Sell |
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|
2019
Q2 | $896K | Sell |
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|
2019
Q1 | $881K | Buy |
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|
2018
Q4 | $787K | Sell |
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|
2018
Q3 | $803K | Buy |
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|
2018
Q2 | $790K | Hold |
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|
2018
Q1 | $763K | Buy |
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|
2017
Q4 | $795K | Sell |
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|
2017
Q3 | $821K | Sell |
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|
2017
Q2 | $823K | Hold |
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|
2017
Q1 | $812K | Sell |
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|
2016
Q4 | $771K | Sell |
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|
2016
Q3 | $803K | Sell |
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|
2016
Q2 | $908K | Buy |
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|
2016
Q1 | $853K | Sell |
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|
2015
Q4 | $774K | Sell |
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|
2015
Q3 | $815K | Sell |
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|
2015
Q2 | $883K | Sell |
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|
2015
Q1 | $961K | Sell |
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|
2014
Q4 | $1.05M | Sell |
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|
2014
Q3 | $945K | Sell |
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|
2014
Q2 | $1.01M | Sell |
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|
2014
Q1 | $1.08M | Sell |
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|
2013
Q4 | $995K | Buy |
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|
2013
Q3 | $972K | Sell |
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|
2013
Q2 | $1.03M | Buy |
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