Kestra Advisory Services’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 | $840K | Sell |
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|
2025
Q2 | $1.52M | Buy |
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|
2025
Q1 | $1.4M | Sell |
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|
2024
Q4 | $1.35M | Buy |
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|
2024
Q3 | $1.31M | Buy |
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|
2024
Q2 | $401K | Buy |
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|
2024
Q1 | $377K | Sell |
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|
2023
Q4 | $366K | Sell |
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|
2023
Q3 | $351K | Buy |
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|
2023
Q2 | $344K | Sell |
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|
2023
Q1 | $470K | Sell |
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|
2022
Q4 | $551K | Sell |
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|
2022
Q3 | $678K | Buy |
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|
2022
Q2 | $562K | Sell |
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|
2022
Q1 | $1.9M | Buy |
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|
2021
Q4 | $1.83M | Sell |
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|
2021
Q3 | $1.72M | Sell |
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|
2021
Q2 | $1.74M | Sell |
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|
2021
Q1 | $1.93M | Sell |
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|
2020
Q4 | $2.26M | Buy |
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|
2020
Q3 | $1.7M | Buy |
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