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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1M | Buy |
8,628
+832
| +11% | +$94.6K | ﹤0.01% | 1731 |
|
|
2025
Q4 | $845K | Buy |
7,796
+224
| +3% | +$25K | ﹤0.01% | 1770 |
|
|
2025
Q3 | $840K | Sell |
7,572
-7,003
| -48% | -$755K | ﹤0.01% | 1702 |
|
|
2025
Q2 | $1.52M | Buy |
14,575
+804
| +6% | +$82.3K | 0.01% | 1224 |
|
|
2025
Q1 | $1.4M | Sell |
13,771
-294
| -2% | -$29.4K | 0.01% | 1177 |
|
|
2024
Q4 | $1.35M | Buy |
14,065
+1,245
| +10% | +$125K | 0.01% | 1219 |
|
|
2024
Q3 | $1.31M | Buy |
12,820
+8,253
| +181% | +$781K | 0.01% | 1174 |
|
|
2024
Q2 | $401K | Buy |
4,567
+106
| +2% | +$9.31K | ﹤0.01% | 1925 |
|
|
2024
Q1 | $377K | Sell |
4,461
-116
| -3% | -$9.24K | ﹤0.01% | 1846 |
|
|
2023
Q4 | $366K | Sell |
4,577
-190
| -4% | -$14.6K | ﹤0.01% | 1721 |
|
|
2023
Q3 | $351K | Buy |
4,767
+555
| +13% | +$44.5K | ﹤0.01% | 1568 |
|
|
2023
Q2 | $344K | Sell |
4,212
-1,402
| -25% | -$117K | ﹤0.01% | 1522 |
|
|
2023
Q1 | $470K | Sell |
5,614
-755
| -12% | -$63K | 0.01% | 1317 |
|
|
2022
Q4 | $551K | Sell |
6,369
-1,988
| -24% | -$167K | ﹤0.01% | 1358 |
|
|
2022
Q3 | $678K | Buy |
8,357
+1,794
| +27% | +$161K | 0.01% | 1148 |
|
|
2022
Q2 | $562K | Sell |
6,563
-14,297
| -69% | -$1.26M | 0.01% | 1263 |
|
|
2022
Q1 | $1.9M | Buy |
20,860
+199
| +1% | +$16.9K | 0.02% | 698 |
|
|
2021
Q4 | $1.83M | Sell |
20,661
-1,164
| -5% | -$97.4K | 0.02% | 720 |
|
|
2021
Q3 | $1.72M | Sell |
21,825
-339
| -2% | -$28K | 0.02% | 776 |
|
|
2021
Q2 | $1.74M | Sell |
22,164
-2,032
| -8% | -$165K | 0.02% | 697 |
|
|
2021
Q1 | $1.93M | Sell |
24,196
-5,366
| -18% | -$413K | 0.02% | 615 |
|
|
2020
Q4 | $2.26M | Buy |
29,562
+6,298
| +27% | +$491K | 0.03% | 558 |
|
|
2020
Q3 | $1.7M | Buy |
+23,264
| New | +$1.71M | 0.03% | 469 |
|
Other funds holding IDU
DWM
PRS
PCH
SPIA
