Heritage Trust’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 | $267K | Hold |
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|
2025
Q1 | $259K | Hold |
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|
2024
Q4 | $246K | Buy |
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|
2024
Q2 | $225K | Hold |
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|
2024
Q1 | $216K | Hold |
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|
2023
Q4 | $204K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $209K | Hold |
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|
2023
Q1 | $214K | Hold |
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|
2022
Q4 | $221K | Hold |
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|
2022
Q3 | $208K | Hold |
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|
2022
Q2 | $219K | Hold |
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|
2022
Q1 | $233K | Hold |
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|
2021
Q4 | $226K | Hold |
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|
2021
Q3 | $202K | Hold |
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|
2021
Q2 | $201K | Hold |
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|
2021
Q1 | $204K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $207K | Hold |
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|
2019
Q3 | $208K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $247K | Buy |
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|
2018
Q4 | $172K | Hold |
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|
2018
Q3 | $171K | Hold |
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|
2018
Q2 | $169K | Hold |
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|
2018
Q1 | $163K | Hold |
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|
2017
Q4 | $170K | Hold |
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|
2017
Q3 | $170K | Hold |
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|
2017
Q2 | $166K | Buy |
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