IFP Advisors’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 | $13.1K | Sell |
125
-50
| -29% | -$5.23K | ﹤0.01% | 2773 |
|
|
2025
Q1 | $17.7K | Buy |
175
+53
| +43% | +$5.38K | ﹤0.01% | 2338 |
|
|
2024
Q4 | $11.7K | Hold |
122
| – | – | ﹤0.01% | 2467 |
|
|
2024
Q3 | $12.4K | Hold |
122
| – | – | ﹤0.01% | 2338 |
|
|
2024
Q2 | $10.7K | Hold |
122
| – | – | ﹤0.01% | 2319 |
|
|
2024
Q1 | $10.3K | Sell |
122
-515
| -81% | -$43.5K | ﹤0.01% | 2223 |
|
|
2023
Q4 | $50.9K | Sell |
637
-1
| -0.2% | -$80 | ﹤0.01% | 1538 |
|
|
2023
Q3 | $46.9K | Sell |
638
-162
| -20% | -$11.9K | ﹤0.01% | 1588 |
|
|
2023
Q2 | $65.4K | Sell |
800
-356
| -31% | -$29.1K | ﹤0.01% | 1498 |
|
|
2023
Q1 | $148K | Buy |
1,156
+33
| +3% | +$4.22K | 0.01% | 1071 |
|
|
2022
Q4 | $146K | Sell |
1,123
-267
| -19% | -$34.7K | ﹤0.01% | 1524 |
|
|
2022
Q3 | $184K | Buy |
1,390
+381
| +38% | +$50.4K | ﹤0.01% | 1462 |
|
|
2022
Q2 | $130K | Hold |
1,009
| – | – | ﹤0.01% | 1526 |
|
|
2022
Q1 | $130K | Buy |
1,009
+889
| +741% | +$115K | ﹤0.01% | 1526 |
|
|
2021
Q4 | $10K | Hold |
120
| – | – | ﹤0.01% | 2181 |
|
|
2021
Q3 | $10K | Hold |
120
| – | – | ﹤0.01% | 2219 |
|
|
2021
Q2 | $9K | Hold |
120
| – | – | ﹤0.01% | 2240 |
|
|
2021
Q1 | $10K | Sell |
120
-477
| -80% | -$39.8K | ﹤0.01% | 2128 |
|
|
2020
Q4 | $47K | Sell |
597
-1,109
| -65% | -$87.3K | ﹤0.01% | 1468 |
|
|
2020
Q3 | $124K | Sell |
1,706
-100
| -6% | -$7.27K | 0.01% | 892 |
|
|
2020
Q2 | $123K | Sell |
1,806
-31,732
| -95% | -$2.16M | 0.01% | 848 |
|
|
2020
Q1 | $2.31M | Buy |
33,538
+1,332
| +4% | +$91.7K | 0.23% | 99 |
|
|
2019
Q4 | $2.6M | Sell |
32,206
-170
| -0.5% | -$13.7K | 0.2% | 121 |
|
|
2019
Q3 | $2.64M | Buy |
+32,376
| New | +$2.64M | 0.18% | 129 |
|
|
2019
Q1 | $4K | Sell |
50
-1,942
| -97% | -$155K | ﹤0.01% | 1929 |
|
|
2018
Q4 | $133K | Sell |
1,992
-236
| -11% | -$15.8K | 0.01% | 1045 |
|
|
2018
Q3 | $149K | Sell |
2,228
-1,072
| -32% | -$71.7K | 0.01% | 1238 |
|
|
2018
Q2 | $218K | Sell |
3,300
-6,014
| -65% | -$397K | 0.01% | 1016 |
|
|
2018
Q1 | $619K | Hold |
9,314
| – | – | 0.03% | 544 |
|
|
2017
Q4 | $619K | Sell |
9,314
-7,536
| -45% | -$501K | 0.03% | 543 |
|
|
2017
Q3 | $1.12M | Sell |
16,850
-5,114
| -23% | -$340K | 0.04% | 410 |
|
|
2017
Q2 | $1.43M | Buy |
21,964
+14,820
| +207% | +$964K | 0.06% | 333 |
|
|
2017
Q1 | $459K | Buy |
7,144
+28
| +0.4% | +$1.8K | 0.02% | 723 |
|
|
2016
Q4 | $433K | Buy |
7,116
+3,530
| +98% | +$215K | 0.02% | 679 |
|
|
2016
Q3 | $220K | Sell |
3,586
-1,378
| -28% | -$84.5K | 0.01% | 952 |
|
|
2016
Q2 | $326K | Buy |
4,964
+4,914
| +9,828% | +$323K | 0.02% | 746 |
|
|
2016
Q1 | $4K | Sell |
50
-5,698
| -99% | -$456K | ﹤0.01% | 1929 |
|
|
2015
Q4 | $310K | Buy |
+5,748
| New | +$310K | 0.02% | 646 |
|