Global Retirement Partners’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 | $17.9K | Buy |
+171
| New | +$17.9K | ﹤0.01% | 2343 |
|
|
2024
Q4 | $16.5K | Hold |
171
| – | – | ﹤0.01% | 2190 |
|
|
2024
Q3 | $17.5K | Hold |
171
| – | – | ﹤0.01% | 2053 |
|
|
2024
Q2 | $15K | Sell |
171
-279
| -62% | -$24.5K | ﹤0.01% | 2131 |
|
|
2024
Q1 | $38K | Buy |
450
+1
| +0.2% | +$84 | ﹤0.01% | 1529 |
|
|
2023
Q4 | $35.5K | Sell |
449
-5
| -1% | -$395 | ﹤0.01% | 1516 |
|
|
2023
Q3 | $32.2K | Buy |
454
+88
| +24% | +$6.25K | ﹤0.01% | 1455 |
|
|
2023
Q2 | $29.9K | Buy |
366
+14
| +4% | +$1.15K | ﹤0.01% | 1498 |
|
|
2023
Q1 | $29.6K | Buy |
352
+72
| +26% | +$6.06K | ﹤0.01% | 1471 |
|
|
2022
Q4 | $24.2K | Sell |
280
-163
| -37% | -$14.1K | ﹤0.01% | 1405 |
|
|
2022
Q3 | $37K | Buy |
443
+260
| +142% | +$21.7K | ﹤0.01% | 1135 |
|
|
2022
Q2 | $16K | Hold |
183
| – | – | ﹤0.01% | 1443 |
|
|
2022
Q1 | $17K | Buy |
+183
| New | +$17K | ﹤0.01% | 1404 |
|
|
2021
Q4 | – | Sell |
-183
| Closed | -$14K | – | 949 |
|
|
2021
Q3 | $14K | Hold |
183
| – | – | ﹤0.01% | 1316 |
|
|
2021
Q2 | $14K | Hold |
183
| – | – | ﹤0.01% | 1295 |
|
|
2021
Q1 | $15K | Hold |
183
| – | – | ﹤0.01% | 1183 |
|
|
2020
Q4 | $14K | Sell |
183
-1
| -0.5% | -$77 | ﹤0.01% | 1159 |
|
|
2020
Q3 | $13K | Hold |
184
| – | – | ﹤0.01% | 1066 |
|
|
2020
Q2 | $13K | Hold |
184
| – | – | ﹤0.01% | 1035 |
|
|
2020
Q1 | $13K | Hold |
184
| – | – | ﹤0.01% | 945 |
|
|
2019
Q4 | $15K | Hold |
184
| – | – | ﹤0.01% | 1043 |
|
|
2019
Q3 | $15K | Hold |
184
| – | – | ﹤0.01% | 1008 |
|
|
2019
Q2 | $14K | Sell |
184
-46
| -20% | -$3.5K | ﹤0.01% | 1021 |
|
|
2019
Q1 | $17K | Buy |
230
+46
| +25% | +$3.4K | ﹤0.01% | 878 |
|
|
2018
Q4 | $12K | Hold |
184
| – | – | ﹤0.01% | 910 |
|
|
2018
Q3 | $12K | Hold |
184
| – | – | ﹤0.01% | 982 |
|
|
2018
Q2 | $12K | Hold |
184
| – | – | ﹤0.01% | 948 |
|
|
2018
Q1 | $12K | Hold |
184
| – | – | ﹤0.01% | 908 |
|
|
2017
Q4 | $12K | Hold |
184
| – | – | ﹤0.01% | 848 |
|
|
2017
Q3 | $12K | Hold |
184
| – | – | 0.01% | 768 |
|
|
2017
Q2 | $12K | Hold |
184
| – | – | 0.01% | 730 |
|
|
2017
Q1 | $12K | Hold |
184
| – | – | 0.01% | 691 |
|
|
2016
Q4 | $11K | Buy |
+184
| New | +$11K | 0.01% | 665 |
|