Gerber Kawasaki Wealth & Investment Management’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 | $712K | Sell |
6,807
-57
| -0.8% | -$5.96K | 0.03% | 170 |
|
|
2025
Q1 | $696K | Buy |
6,864
+459
| +7% | +$46.6K | 0.03% | 159 |
|
|
2024
Q4 | $616K | Buy |
6,405
+103
| +2% | +$9.91K | 0.03% | 168 |
|
|
2024
Q3 | $643K | Buy |
6,302
+421
| +7% | +$43K | 0.03% | 160 |
|
|
2024
Q2 | $517K | Buy |
5,881
+953
| +19% | +$83.8K | 0.03% | 170 |
|
|
2024
Q1 | $417K | Buy |
4,928
+607
| +14% | +$51.3K | 0.02% | 190 |
|
|
2023
Q4 | $345K | Buy |
+4,321
| New | +$345K | 0.02% | 194 |
|