LBMC Investment 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 | $12.3M | Sell |
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|
2025
Q2 | $11.8M | Sell |
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|
2025
Q1 | $11.5M | Buy |
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|
2024
Q4 | $10.9M | Sell |
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|
2024
Q3 | $11.8M | Sell |
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|
2024
Q2 | $10.4M | Sell |
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|
2024
Q1 | $10M | Sell |
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|
2023
Q4 | $9.56M | Sell |
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|
2023
Q3 | $8.57M | Sell |
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|
2023
Q2 | $10.1M | Sell |
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|
2023
Q1 | $10.6M | Sell |
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|
2022
Q4 | $11.1M | Buy |
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|
2022
Q3 | $10M | Sell |
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|
2022
Q2 | $10.6M | Buy |
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|
2022
Q1 | $11.2M | Sell |
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|
2021
Q4 | $10.9M | Buy |
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|
2021
Q3 | $10.1K | Sell |
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|
2021
Q2 | $9.96M | Buy |
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|
2021
Q1 | $10M | Buy |
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|
2020
Q4 | $9.74M | Sell |
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|
2020
Q3 | $9.61M | Buy |
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|
2020
Q2 | $9.15M | Sell |
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|
2020
Q1 | $9.11M | Buy |
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|
2019
Q4 | $10.7M | Buy |
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|
2019
Q3 | $10.7M | Buy |
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|
2019
Q2 | $9.86M | Buy |
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|
2019
Q1 | $9.62M | Buy |
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|
2018
Q4 | $8.71M | Buy |
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|
2018
Q3 | $8.63M | Sell |
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|
2018
Q2 | $8.73M | Sell |
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|
2018
Q1 | $8.83M | Sell |
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|
2017
Q4 | $10.2M | Sell |
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|
2017
Q3 | $13.8M | Sell |
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|
2017
Q2 | $16.5M | Sell |
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|
2017
Q1 | $16.7M | Sell |
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|
2016
Q4 | $16.4M | Sell |
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|
2016
Q3 | $16.7M | Buy |
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|
2016
Q2 | $17.6M | Buy |
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|
2016
Q1 | $16.3M | Buy |
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|
2015
Q4 | $14M | Buy |
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|
2015
Q3 | $13.9M | Buy |
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|
2015
Q2 | $13.3M | Buy |
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|
2015
Q1 | $14.3M | Buy |
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|
2014
Q4 | $14.7M | Buy |
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|
2014
Q3 | $13M | Buy |
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|
2014
Q2 | $9.4M | Sell |
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|
2014
Q1 | $12.9M | Sell |
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|
2013
Q4 | $12M | Buy |
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|
2013
Q3 | $11.6M | Sell |
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|
2013
Q2 | $12.1M | Buy |
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