Jones Financial Companies’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 | $1.96M | Buy |
18,783
+2,832
| +18% | +$295K | ﹤0.01% | 758 |
|
|
2025
Q1 | $1.6M | Buy |
15,951
+1,069
| +7% | +$107K | ﹤0.01% | 713 |
|
|
2024
Q4 | $1.43M | Buy |
14,882
+5,590
| +60% | +$538K | ﹤0.01% | 647 |
|
|
2024
Q3 | $943K | Buy |
9,292
+6,970
| +300% | +$707K | ﹤0.01% | 625 |
|
|
2024
Q2 | $204K | Buy |
2,322
+1,541
| +197% | +$135K | ﹤0.01% | 830 |
|
|
2024
Q1 | $66K | Buy |
+781
| New | +$66K | ﹤0.01% | 679 |
|