LPL Financial’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 | $42.9M | Sell |
369,210
-42,603
| -10% | -$4.84M | 0.01% | 989 |
|
|
2025
Q4 | $44.6M | Buy |
411,813
+50,692
| +14% | +$5.66M | 0.01% | 920 |
|
|
2025
Q3 | $40M | Buy |
361,121
+47,988
| +15% | +$5.17M | 0.01% | 956 |
|
|
2025
Q2 | $32.7M | Buy |
313,133
+55,279
| +21% | +$5.66M | 0.01% | 971 |
|
|
2025
Q1 | $26.2M | Buy |
257,854
+15,995
| +7% | +$1.6M | 0.01% | 994 |
|
|
2024
Q4 | $23.3M | Sell |
241,859
-34,265
| -12% | -$3.45M | 0.01% | 1000 |
|
|
2024
Q3 | $28.2M | Buy |
276,124
+96,311
| +54% | +$9.12M | 0.01% | 866 |
|
|
2024
Q2 | $15.8M | Buy |
179,813
+18,777
| +12% | +$1.65M | 0.01% | 1083 |
|
|
2024
Q1 | $13.6M | Sell |
161,036
-632
| -0.4% | -$50.4K | 0.01% | 1140 |
|
|
2023
Q4 | $12.9M | Sell |
161,668
-18,902
| -10% | -$1.45M | 0.01% | 1102 |
|
|
2023
Q3 | $13.3M | Sell |
180,570
-1,596
| -0.9% | -$128K | 0.01% | 999 |
|
|
2023
Q2 | $14.9M | Sell |
182,166
-52,518
| -22% | -$4.37M | 0.01% | 922 |
|
|
2023
Q1 | $19.6M | Buy |
234,684
+15,712
| +7% | +$1.31M | 0.02% | 757 |
|
|
2022
Q4 | $18.9M | Sell |
218,972
-788
| -0.4% | -$66.1K | 0.02% | 732 |
|
|
2022
Q3 | $17.8M | Buy |
219,760
+9,945
| +5% | +$895K | 0.02% | 703 |
|
|
2022
Q2 | $18M | Sell |
209,815
-1,315
| -0.6% | -$116K | 0.02% | 684 |
|
|
2022
Q1 | $19.2M | Buy |
211,130
+8,139
| +4% | +$692K | 0.02% | 686 |
|
|
2021
Q4 | $17.9M | Buy |
202,991
+22,202
| +12% | +$1.86M | 0.02% | 723 |
|
|
2021
Q3 | $14.3M | Buy |
180,789
+3,706
| +2% | +$306K | 0.01% | 770 |
|
|
2021
Q2 | $13.9M | Sell |
177,083
-16,367
| -8% | -$1.33M | 0.01% | 745 |
|
|
2021
Q1 | $15.4M | Buy |
193,450
+3,014
| +2% | +$232K | 0.02% | 633 |
|
|
2020
Q4 | $14.8M | Sell |
190,436
-7,964
| -4% | -$620K | 0.02% | 581 |
|
|
2020
Q3 | $14.5M | Sell |
198,400
-4,998
| -2% | -$367K | 0.02% | 498 |
|
|
2020
Q2 | $14.3M | Sell |
203,398
-46,116
| -18% | -$3.3M | 0.02% | 472 |
|
|
2020
Q1 | $17.2M | Buy |
249,514
+12,382
| +5% | +$988K | 0.04% | 344 |
|
|
2019
Q4 | $19.2M | Sell |
237,132
-4,638
| -2% | -$370K | 0.04% | 368 |
|
|
2019
Q3 | $19.7M | Buy |
241,770
+30,426
| +14% | +$2.37M | 0.04% | 339 |
|
|
2019
Q2 | $15.9M | Buy |
211,344
+18,514
| +10% | +$1.37M | 0.03% | 381 |
|
|
2019
Q1 | $14.2M | Sell |
192,830
-9,434
| -5% | -$665K | 0.03% | 396 |
|
|
2018
Q4 | $13.6M | Buy |
202,264
+29,696
| +17% | +$2.04M | 0.04% | 367 |
|
|
2018
Q3 | $11.6M | Buy |
172,568
+26,412
| +18% | +$1.78M | 0.03% | 436 |
|
|
2018
Q2 | $9.64M | Sell |
146,156
-402
| -0.3% | -$25.7K | 0.03% | 471 |
|
|
2018
Q1 | $9.34M | Sell |
146,558
-5,354
| -4% | -$337K | 0.03% | 473 |
|
|
2017
Q4 | $10.1M | Sell |
151,912
-19,942
| -12% | -$1.37M | 0.03% | 416 |
|
|
2017
Q3 | $11.4M | Buy |
171,854
+5,922
| +4% | +$398K | 0.04% | 347 |
|
|
2017
Q2 | $10.8M | Sell |
165,932
-418
| -0.3% | -$27.5K | 0.04% | 341 |
|
|
2017
Q1 | $10.7M | Buy |
166,350
+25,220
| +18% | +$1.58M | 0.07% | 225 |
|
|
2016
Q4 | $8.57M | Sell |
141,130
-18,650
| -12% | -$1.12M | 0.07% | 251 |
|
|
2016
Q3 | $9.45M | Sell |
159,780
-212,398
| -57% | -$13.5M | 0.09% | 198 |
|
|
2016
Q2 | $24.6M | Sell |
372,178
-217,652
| -37% | -$13.4M | 0.21% | 80 |
|
|
2016
Q1 | $35.8M | Buy |
589,830
+316,722
| +116% | +$18.2M | 0.1% | 184 |
|
|
2015
Q4 | $14.8M | Buy |
273,108
+176,752
| +183% | +$9.59M | 0.04% | 341 |
|
|
2015
Q3 | $5.28M | Sell |
96,356
-99,356
| -51% | -$5.33M | 0.03% | 443 |
|
|
2015
Q2 | $10.4M | Sell |
195,712
-11,154
| -5% | -$613K | 0.05% | 313 |
|
|
2015
Q1 | $11.6M | Sell |
206,866
-148,598
| -42% | -$8.62M | 0.06% | 277 |
|
|
2014
Q4 | $21M | Buy |
355,464
+237,730
| +202% | +$13.5M | 0.12% | 169 |
|
|
2014
Q3 | $6.22M | Sell |
117,734
-469,506
| -80% | -$25M | 0.04% | 382 |
|
|
2014
Q2 | $32.7M | Buy |
587,240
+73,748
| +14% | +$3.94M | 0.19% | 112 |
|
|
2014
Q1 | $26.8M | Buy |
513,492
+373,626
| +267% | +$18.5M | 0.16% | 133 |
|
|
2013
Q4 | $6.7M | Sell |
139,866
-17,750
| -11% | -$853K | 0.04% | 357 |
|
|
2013
Q3 | $7.49M | Buy |
157,616
+5,682
| +4% | +$272K | 0.05% | 313 |
|
|
2013
Q2 | $7.18M | Buy |
+151,934
| New | +$7.41M | 0.05% | 294 |
|
Other funds holding IDU
DWM
PRS
PCH
SPIA
