Lincoln National Corp’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
2024
Q2
Sell
-28,592
Closed -$2.42M 549
2024
Q1
$2.42M Buy
28,592
+11,242
+65% +$896K 0.04% 291
2023
Q4
$1.39M Buy
17,350
+13,443
+344% +$1.03M 0.02% 374
2023
Q3
$287K Sell
3,907
-651
-14% -$52.2K 0.01% 807
2023
Q2
$373K Sell
4,558
-1,481
-25% -$123K 0.01% 710
2023
Q1
$505K Sell
6,039
-370
-6% -$30.9K 0.01% 586
2022
Q4
$555K Sell
6,409
-1,336
-17% -$112K 0.01% 509
2022
Q3
$628K Sell
7,745
-2,219
-22% -$200K 0.02% 434
2022
Q2
$853K Buy
9,964
+1,946
+24% +$172K 0.02% 365
2022
Q1
$730K Sell
8,018
-1,049
-12% -$89.2K 0.02% 421
2021
Q4
$802K Buy
9,067
+152
+2% +$12.7K 0.02% 395
2021
Q3
$703K Sell
8,915
-1,771
-17% -$146K 0.02% 412
2021
Q2
$839K Buy
10,686
+70
+0.7% +$5.68K 0.02% 353
2021
Q1
$844K Sell
10,616
-241
-2% -$18.6K 0.02% 331
2020
Q4
$843K Buy
10,857
+773
+8% +$60.2K 0.02% 310
2020
Q3
$736K Sell
10,084
-470
-4% -$34.5K 0.02% 307
2020
Q2
$740K Buy
+10,554
New +$755K 0.02% 297

Other funds holding IDU