LPL Financial’s iShares US Utilities ETF IDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.7M | Buy |
313,133
+55,279
| +21% | +$5.78M | 0.01% | 969 |
|
|
2025
Q1 | $26.2M | Buy |
257,854
+15,995
| +7% | +$1.62M | 0.01% | 992 |
|
|
2024
Q4 | $23.3M | Sell |
241,859
-34,265
| -12% | -$3.3M | 0.01% | 998 |
|
|
2024
Q3 | $28.2M | Buy |
276,124
+96,311
| +54% | +$9.83M | 0.01% | 864 |
|
|
2024
Q2 | $15.8M | Buy |
179,813
+18,777
| +12% | +$1.65M | 0.01% | 1080 |
|
|
2024
Q1 | $13.6M | Sell |
161,036
-632
| -0.4% | -$53.4K | 0.01% | 1138 |
|
|
2023
Q4 | $12.9M | Sell |
161,668
-18,902
| -10% | -$1.51M | 0.01% | 1098 |
|
|
2023
Q3 | $13.3M | Sell |
180,570
-1,596
| -0.9% | -$117K | 0.01% | 996 |
|
|
2023
Q2 | $14.9M | Sell |
182,166
-52,518
| -22% | -$4.29M | 0.01% | 920 |
|
|
2023
Q1 | $19.6M | Buy |
234,684
+15,712
| +7% | +$1.32M | 0.02% | 755 |
|
|
2022
Q4 | $18.9M | Sell |
218,972
-788
| -0.4% | -$68.2K | 0.02% | 730 |
|
|
2022
Q3 | $17.8M | Buy |
219,760
+9,945
| +5% | +$807K | 0.02% | 701 |
|
|
2022
Q2 | $18M | Sell |
209,815
-1,315
| -0.6% | -$113K | 0.02% | 683 |
|
|
2022
Q1 | $19.2M | Buy |
211,130
+8,139
| +4% | +$741K | 0.02% | 684 |
|
|
2021
Q4 | $18M | Buy |
202,991
+22,202
| +12% | +$1.96M | 0.02% | 722 |
|
|
2021
Q3 | $14.3M | Buy |
180,789
+3,706
| +2% | +$293K | 0.01% | 768 |
|
|
2021
Q2 | $13.9M | Sell |
177,083
-16,367
| -8% | -$1.28M | 0.01% | 743 |
|
|
2021
Q1 | $15.4M | Buy |
193,450
+3,014
| +2% | +$240K | 0.02% | 632 |
|
|
2020
Q4 | $14.8M | Sell |
190,436
-7,964
| -4% | -$618K | 0.02% | 580 |
|
|
2020
Q3 | $14.5M | Sell |
198,400
-4,998
| -2% | -$365K | 0.02% | 497 |
|
|
2020
Q2 | $14.3M | Sell |
203,398
-46,116
| -18% | -$3.23M | 0.02% | 471 |
|
|
2020
Q1 | $17.2M | Buy |
249,514
+12,382
| +5% | +$855K | 0.04% | 343 |
|
|
2019
Q4 | $19.2M | Sell |
237,132
-4,638
| -2% | -$376K | 0.04% | 367 |
|
|
2019
Q3 | $19.7M | Buy |
241,770
+30,426
| +14% | +$2.48M | 0.04% | 338 |
|
|
2019
Q2 | $15.9M | Buy |
211,344
+18,514
| +10% | +$1.4M | 0.03% | 380 |
|
|
2019
Q1 | $14.2M | Sell |
192,830
-9,434
| -5% | -$695K | 0.03% | 395 |
|
|
2018
Q4 | $13.6M | Buy |
202,264
+29,696
| +17% | +$1.99M | 0.04% | 366 |
|
|
2018
Q3 | $11.6M | Buy |
172,568
+26,412
| +18% | +$1.77M | 0.03% | 435 |
|
|
2018
Q2 | $9.64M | Sell |
146,156
-402
| -0.3% | -$26.5K | 0.03% | 469 |
|
|
2018
Q1 | $9.34M | Sell |
146,558
-5,354
| -4% | -$341K | 0.03% | 472 |
|
|
2017
Q4 | $10.1M | Sell |
151,912
-19,942
| -12% | -$1.32M | 0.03% | 415 |
|
|
2017
Q3 | $11.4M | Buy |
171,854
+5,922
| +4% | +$394K | 0.04% | 346 |
|
|
2017
Q2 | $10.8M | Sell |
165,932
-418
| -0.3% | -$27.2K | 0.04% | 340 |
|
|
2017
Q1 | $10.7M | Buy |
166,350
+25,220
| +18% | +$1.62M | 0.07% | 225 |
|
|
2016
Q4 | $8.57M | Sell |
141,130
-18,650
| -12% | -$1.13M | 0.07% | 251 |
|
|
2016
Q3 | $9.45M | Sell |
159,780
-212,398
| -57% | -$12.6M | 0.09% | 198 |
|
|
2016
Q2 | $24.6M | Sell |
372,178
-217,652
| -37% | -$14.4M | 0.21% | 80 |
|
|
2016
Q1 | $35.8M | Buy |
589,830
+316,722
| +116% | +$19.2M | 0.1% | 184 |
|
|
2015
Q4 | $14.8M | Buy |
273,108
+176,752
| +183% | +$9.58M | 0.04% | 341 |
|
|
2015
Q3 | $5.28M | Sell |
96,356
-99,356
| -51% | -$5.45M | 0.03% | 443 |
|
|
2015
Q2 | $10.4M | Sell |
195,712
-11,154
| -5% | -$590K | 0.05% | 313 |
|
|
2015
Q1 | $11.6M | Sell |
206,866
-148,598
| -42% | -$8.31M | 0.06% | 277 |
|
|
2014
Q4 | $21M | Buy |
355,464
+237,730
| +202% | +$14.1M | 0.12% | 169 |
|
|
2014
Q3 | $6.22M | Sell |
117,734
-469,506
| -80% | -$24.8M | 0.04% | 382 |
|
|
2014
Q2 | $32.7M | Buy |
587,240
+73,748
| +14% | +$4.11M | 0.19% | 112 |
|
|
2014
Q1 | $26.8M | Buy |
513,492
+373,626
| +267% | +$19.5M | 0.16% | 133 |
|
|
2013
Q4 | $6.7M | Sell |
139,866
-17,750
| -11% | -$850K | 0.04% | 357 |
|
|
2013
Q3 | $7.49M | Buy |
157,616
+5,682
| +4% | +$270K | 0.05% | 313 |
|
|
2013
Q2 | $7.19M | Buy |
+151,934
| New | +$7.19M | 0.05% | 294 |
|