LIA
LBMC Investment Advisors’s iShares US Utilities ETF IDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Sell |
112,844
-983
| -0.9% | -$103K | 0.84% | 22 |
|
|
2025
Q1 | $11.5M | Buy |
113,827
+191
| +0.2% | +$19.4K | 0.9% | 20 |
|
|
2024
Q4 | $10.9M | Sell |
113,636
-2,394
| -2% | -$230K | 0.86% | 19 |
|
|
2024
Q3 | $11.8M | Sell |
116,030
-2,220
| -2% | -$226K | 0.94% | 17 |
|
|
2024
Q2 | $10.4M | Sell |
118,250
-220
| -0.2% | -$19.3K | 0.9% | 19 |
|
|
2024
Q1 | $10M | Sell |
118,470
-1,183
| -1% | -$100K | 0.87% | 19 |
|
|
2023
Q4 | $9.56M | Sell |
119,653
-1,010
| -0.8% | -$80.7K | 0.91% | 19 |
|
|
2023
Q3 | $8.57M | Sell |
120,663
-2,637
| -2% | -$187K | 0.91% | 19 |
|
|
2023
Q2 | $10.1M | Sell |
123,300
-3,747
| -3% | -$306K | 0.99% | 15 |
|
|
2023
Q1 | $10.6M | Sell |
127,047
-1,430
| -1% | -$120K | 1.07% | 14 |
|
|
2022
Q4 | $11.1M | Buy |
128,477
+5,246
| +4% | +$454K | 1.17% | 12 |
|
|
2022
Q3 | $10M | Sell |
123,231
-136
| -0.1% | -$11K | 1.15% | 13 |
|
|
2022
Q2 | $10.6M | Buy |
123,367
+536
| +0.4% | +$45.9K | 1.15% | 14 |
|
|
2022
Q1 | $11.2M | Sell |
122,831
-46
| -0% | -$4.19K | 0.99% | 17 |
|
|
2021
Q4 | $10.9M | Buy |
122,877
+110,196
| +869% | +$9.74M | 0.94% | 17 |
|
|
2021
Q3 | $10.1K | Sell |
12,681
-114,233
| -90% | -$90.6K | 0.94% | 16 |
|
|
2021
Q2 | $9.96M | Buy |
126,914
+1,003
| +0.8% | +$78.7K | 0.95% | 16 |
|
|
2021
Q1 | $10M | Buy |
125,911
+351
| +0.3% | +$27.9K | 1.06% | 15 |
|
|
2020
Q4 | $9.74M | Buy |
125,560
+59,771
| +91% | +$4.64M | 1.15% | 13 |
|
|
2020
Q3 | $9.61M | Buy |
65,789
+492
| +0.8% | +$71.8K | 1.33% | 12 |
|
|
2020
Q2 | $9.16M | Sell |
65,297
-661
| -1% | -$92.7K | 1.44% | 11 |
|
|
2020
Q1 | $9.11M | Buy |
65,958
+157
| +0.2% | +$21.7K | 1.7% | 11 |
|
|
2019
Q4 | $10.7M | Buy |
65,801
+344
| +0.5% | +$55.7K | 1.51% | 11 |
|
|
2019
Q3 | $10.7M | Buy |
65,457
+71
| +0.1% | +$11.6K | 1.62% | 11 |
|
|
2019
Q2 | $9.86M | Buy |
65,386
+79
| +0.1% | +$11.9K | 1.49% | 11 |
|
|
2019
Q1 | $9.62M | Buy |
65,307
+412
| +0.6% | +$60.7K | 1.53% | 11 |
|
|
2018
Q4 | $8.71M | Buy |
64,895
+543
| +0.8% | +$72.9K | 1.6% | 10 |
|
|
2018
Q3 | $8.63M | Sell |
64,352
-1,846
| -3% | -$248K | 1.37% | 11 |
|
|
2018
Q2 | $8.73M | Sell |
66,198
-3,071
| -4% | -$405K | 1.44% | 11 |
|
|
2018
Q1 | $8.83M | Sell |
69,269
-7,685
| -10% | -$979K | 1.53% | 11 |
|
|
2017
Q4 | $10.2M | Sell |
76,954
-26,567
| -26% | -$3.53M | 1.67% | 10 |
|
|
2017
Q3 | $13.8M | Sell |
103,521
-23,509
| -19% | -$3.12M | 2.38% | 9 |
|
|
2017
Q2 | $16.5M | Sell |
127,030
-2,755
| -2% | -$358K | 2.9% | 8 |
|
|
2017
Q1 | $16.7M | Sell |
129,785
-4,911
| -4% | -$631K | 2.98% | 8 |
|
|
2016
Q4 | $16.4M | Sell |
134,696
-1,913
| -1% | -$233K | 3.07% | 8 |
|
|
2016
Q3 | $16.7M | Buy |
136,609
+2,216
| +2% | +$272K | 3.21% | 8 |
|
|
2016
Q2 | $17.6M | Buy |
134,393
+2,834
| +2% | +$372K | 3.54% | 8 |
|
|
2016
Q1 | $16.3M | Buy |
131,559
+1,446
| +1% | +$179K | 3.36% | 8 |
|
|
2015
Q4 | $14M | Buy |
130,113
+1,348
| +1% | +$145K | 3.03% | 9 |
|
|
2015
Q3 | $13.9M | Buy |
128,765
+387
| +0.3% | +$41.8K | 3.14% | 10 |
|
|
2015
Q2 | $13.3M | Buy |
128,378
+793
| +0.6% | +$82.2K | 2.82% | 10 |
|
|
2015
Q1 | $14.3M | Buy |
127,585
+3,342
| +3% | +$374K | 3.19% | 9 |
|
|
2014
Q4 | $14.7M | Buy |
124,243
+735
| +0.6% | +$86.9K | 3.41% | 8 |
|
|
2014
Q3 | $13M | Buy |
123,508
+39,058
| +46% | +$4.11M | 3.15% | 9 |
|
|
2014
Q2 | $9.41M | Sell |
84,450
-39,837
| -32% | -$4.44M | 2.54% | 9 |
|
|
2014
Q1 | $12.9M | Sell |
124,287
-498
| -0.4% | -$51.9K | 3.26% | 9 |
|
|
2013
Q4 | $12M | Buy |
124,785
+717
| +0.6% | +$68.7K | 3.13% | 9 |
|
|
2013
Q3 | $11.6M | Sell |
124,068
-3,525
| -3% | -$331K | 3.44% | 8 |
|
|
2013
Q2 | $12.1M | Buy |
+127,593
| New | +$12.1M | 4.19% | 8 |
|