J.W. Cole 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
Q3 | $3.06M | Buy |
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|
2025
Q2 | $2.79M | Buy |
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|
2025
Q1 | $2.58M | Buy |
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|
2024
Q4 | $402K | Buy |
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|
2024
Q3 | $426K | Buy |
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|
2024
Q2 | $367K | Sell |
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|
2024
Q1 | $384K | Sell |
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|
2023
Q4 | $441K | Buy |
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|
2023
Q3 | $391K | Sell |
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|
2023
Q2 | $451K | Sell |
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|
2023
Q1 | $796K | Buy |
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|
2022
Q4 | $428K | Sell |
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|
2022
Q3 | $417K | Buy |
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|
2022
Q2 | $418K | Sell |
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|
2022
Q1 | $448K | Sell |
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|
2021
Q4 | $438K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $359K | Buy |
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|
2021
Q1 | $363K | Sell |
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|
2020
Q4 | $613K | Sell |
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|
2020
Q3 | $1.21M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $240K | Sell |
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|
2019
Q4 | $373K | Buy |
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