Geneos Wealth Management’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 | $1.58M | Hold |
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|
2025
Q2 | $1.49M | Sell |
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|
2025
Q1 | $1.92M | Buy |
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|
2024
Q4 | $456K | Sell |
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|
2024
Q3 | $535K | Sell |
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|
2024
Q2 | $470K | Buy |
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|
2024
Q1 | $443K | Hold |
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|
2023
Q4 | $419K | Sell |
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|
2023
Q3 | $393K | Hold |
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|
2023
Q2 | $437K | Hold |
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|
2023
Q1 | $447K | Sell |
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|
2022
Q4 | $520K | Hold |
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|
2022
Q3 | $487K | Sell |
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|
2022
Q2 | $584K | Hold |
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|
2022
Q1 | $605K | Hold |
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|
2021
Q4 | $588K | Sell |
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|
2021
Q3 | $589K | Sell |
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|
2021
Q2 | $606K | Buy |
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|
2021
Q1 | $615K | Hold |
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|
2020
Q4 | $573K | Sell |
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|
2020
Q3 | $642K | Sell |
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|
2020
Q2 | $617K | Sell |
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|
2020
Q1 | $660K | Sell |
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|
2019
Q4 | $1.16M | Hold |
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|
2019
Q3 | $1.17M | Sell |
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|
2019
Q2 | $1.1M | Buy |
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|
2019
Q1 | $1.05M | Sell |
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|
2018
Q4 | $1.01M | Sell |
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|
2018
Q3 | $1.02M | Sell |
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|
2018
Q2 | $1.02M | Sell |
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|
2018
Q1 | $1.12M | Sell |
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|
2017
Q4 | $1.26M | Sell |
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|
2017
Q3 | $1.32M | Sell |
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|
2017
Q2 | $1.37M | Buy |
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|
2017
Q1 | $1.32M | Sell |
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|
2016
Q4 | $1.31M | Sell |
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|
2016
Q3 | $1.34M | Sell |
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|
2016
Q2 | $1.51M | Buy |
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|
2016
Q1 | $1.36M | Buy |
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