IFP Advisors’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 | $13.1K | Sell |
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|
2025
Q1 | $17.7K | Buy |
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|
2024
Q4 | $11.7K | Hold |
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|
2024
Q3 | $12.4K | Hold |
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|
2024
Q2 | $10.7K | Hold |
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|
2024
Q1 | $10.3K | Sell |
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|
2023
Q4 | $50.9K | Sell |
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|
2023
Q3 | $46.9K | Sell |
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|
2023
Q2 | $65.4K | Sell |
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|
2023
Q1 | $148K | Buy |
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|
2022
Q4 | $146K | Sell |
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|
2022
Q3 | $184K | Buy |
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|
2022
Q2 | $130K | Hold |
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|
2022
Q1 | $130K | Buy |
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|
2021
Q4 | $10K | Hold |
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|
2021
Q3 | $10K | Hold |
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|
2021
Q2 | $9K | Hold |
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|
2021
Q1 | $10K | Sell |
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|
2020
Q4 | $47K | Sell |
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|
2020
Q3 | $124K | Sell |
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|
2020
Q2 | $123K | Sell |
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|
2020
Q1 | $2.31M | Buy |
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|
2019
Q4 | $2.6M | Sell |
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|
2019
Q3 | $2.64M | Buy |
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|
2019
Q1 | $4K | Sell |
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|
2018
Q4 | $133K | Sell |
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|
2018
Q3 | $149K | Sell |
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|
2018
Q2 | $218K | Sell |
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|
2018
Q1 | $619K | Hold |
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|
2017
Q4 | $619K | Sell |
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|
2017
Q3 | $1.12M | Sell |
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|
2017
Q2 | $1.43M | Buy |
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|
2017
Q1 | $459K | Buy |
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|
2016
Q4 | $433K | Buy |
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|
2016
Q3 | $220K | Sell |
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|
2016
Q2 | $326K | Buy |
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|
2016
Q1 | $4K | Sell |
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|
2015
Q4 | $310K | Buy |
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