Kesler Norman & Wride’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 | $362K | Buy |
+3,458
| New | +$362K | 0.06% | 195 |
|
2023
Q3 | – | Sell |
-2,468
| Closed | -$202K | – | 164 |
|
2023
Q2 | $202K | Buy |
2,468
+17
| +0.7% | +$1.39K | 0.05% | 152 |
|
2023
Q1 | $205K | Sell |
2,451
-2,909
| -54% | -$244K | 0.05% | 150 |
|
2022
Q4 | $464K | Sell |
5,360
-35,113
| -87% | -$3.04M | 0.12% | 131 |
|
2022
Q3 | $3.28M | Buy |
40,473
+6,081
| +18% | +$493K | 0.92% | 42 |
|
2022
Q2 | $2.94M | Buy |
+34,392
| New | +$2.94M | 0.82% | 56 |
|