HNWAG
High Net Worth Advisory Group’s iShares US Utilities ETF IDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $669K | Hold |
6,400
| – | – | 0.18% | 109 |
|
|
2025
Q1 | $649K | Hold |
6,400
| – | – | 0.18% | 107 |
|
|
2024
Q4 | $616K | Hold |
6,400
| – | – | 0.17% | 112 |
|
|
2024
Q3 | $653K | Hold |
6,400
| – | – | 0.18% | 108 |
|
|
2024
Q2 | $562K | Hold |
6,400
| – | – | 0.17% | 109 |
|
|
2024
Q1 | $541K | Hold |
6,400
| – | – | 0.17% | 112 |
|
|
2023
Q4 | $512K | Hold |
6,400
| – | – | 0.19% | 106 |
|
|
2023
Q3 | $471K | Hold |
6,400
| – | – | 0.19% | 106 |
|
|
2023
Q2 | $523K | Hold |
6,400
| – | – | 0.2% | 105 |
|
|
2023
Q1 | $536K | Hold |
6,400
| – | – | 0.22% | 100 |
|
|
2022
Q4 | $554K | Buy |
6,400
+2,000
| +45% | +$173K | 0.22% | 100 |
|
|
2022
Q3 | $357K | Hold |
4,400
| – | – | 0.15% | 127 |
|
|
2022
Q2 | $377K | Buy |
4,400
+1,500
| +52% | +$129K | 0.16% | 124 |
|
|
2022
Q1 | $264K | Hold |
2,900
| – | – | 0.1% | 156 |
|
|
2021
Q4 | $256K | Buy |
+2,900
| New | +$256K | 0.09% | 170 |
|