High Net Worth Advisory Group’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 | $669K | Hold |
|
|||||
|
2025
Q1 | $649K | Hold |
|
|||||
|
2024
Q4 | $616K | Hold |
|
|||||
|
2024
Q3 | $653K | Hold |
|
|||||
|
2024
Q2 | $562K | Hold |
|
|||||
|
2024
Q1 | $541K | Hold |
|
|||||
|
2023
Q4 | $512K | Hold |
|
|||||
|
2023
Q3 | $471K | Hold |
|
|||||
|
2023
Q2 | $523K | Hold |
|
|||||
|
2023
Q1 | $536K | Hold |
|
|||||
|
2022
Q4 | $554K | Buy |
|
|||||
|
2022
Q3 | $357K | Hold |
|
|||||
|
2022
Q2 | $377K | Buy |
|
|||||
|
2022
Q1 | $264K | Hold |
|
|||||
|
2021
Q4 | $256K | Buy |
|