Independent Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.13M | Sell |
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|
2025
Q4 | $2.64M | Buy |
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|
2025
Q3 | $2.28M | Sell |
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|
2025
Q2 | $2.38M | Buy |
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|
2025
Q1 | $2.3M | Sell |
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|
2024
Q4 | $5.79M | Buy |
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|
2024
Q3 | $6.02M | Buy |
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|
2024
Q2 | $4.66M | Buy |
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|
2024
Q1 | $2.22M | Sell |
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|
2023
Q4 | $2.12M | Sell |
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|
2023
Q3 | $2.15M | Sell |
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|
2023
Q2 | $2.73M | Sell |
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|
2023
Q1 | $2.87M | Buy |
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|
2022
Q4 | $2.75M | Buy |
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|
2022
Q3 | $2.55M | Buy |
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|
2022
Q2 | $2.65M | Buy |
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|
2022
Q1 | $2.08M | Buy |
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|
2021
Q4 | $2.01M | Buy |
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|
2021
Q3 | $1.78M | Sell |
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|
2021
Q2 | $1.82M | Sell |
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|
2021
Q1 | $2.22M | Sell |
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|
2020
Q4 | $2.22M | Buy |
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|
2020
Q3 | $2.06M | Sell |
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|
2020
Q2 | $2.04M | Sell |
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|
2020
Q1 | $2.19M | Buy |
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