Madden Advisory Services’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 | $447K | Hold |
4,279
| – | – | 0.19% | 76 |
|
|
2025
Q1 | $434K | Buy |
4,279
+5
| +0.1% | +$507 | 0.2% | 76 |
|
|
2024
Q4 | $411K | Buy |
4,274
+56
| +1% | +$5.39K | 0.19% | 75 |
|
|
2024
Q3 | $430K | Sell |
4,218
-73
| -2% | -$7.45K | 0.2% | 73 |
|
|
2024
Q2 | $377K | Sell |
4,291
-4
| -0.1% | -$352 | 0.19% | 71 |
|
|
2024
Q1 | $363K | Sell |
4,295
-162
| -4% | -$13.7K | 0.19% | 72 |
|
|
2023
Q4 | $356K | Buy |
4,457
+100
| +2% | +$7.99K | 0.2% | 71 |
|
|
2023
Q3 | $321K | Buy |
4,357
+153
| +4% | +$11.3K | 0.2% | 65 |
|
|
2023
Q2 | $344K | Hold |
4,204
| – | – | 0.22% | 65 |
|
|
2023
Q1 | $352K | Sell |
4,204
-70
| -2% | -$5.86K | 0.25% | 64 |
|
|
2022
Q4 | $370K | Sell |
4,274
-270
| -6% | -$23.4K | 0.28% | 62 |
|
|
2022
Q3 | $369K | Hold |
4,544
| – | – | 0.29% | 59 |
|
|
2022
Q2 | $389K | Hold |
4,544
| – | – | 0.29% | 61 |
|
|
2022
Q1 | $414K | Hold |
4,544
| – | – | 0.28% | 52 |
|
|
2021
Q4 | $402K | Sell |
4,544
-10
| -0.2% | -$885 | 0.26% | 54 |
|
|
2021
Q3 | $359K | Sell |
4,554
-95
| -2% | -$7.49K | 0.26% | 56 |
|
|
2021
Q2 | $365K | Hold |
4,649
| – | – | 0.27% | 53 |
|
|
2021
Q1 | $370K | Sell |
4,649
-501
| -10% | -$39.9K | 0.29% | 51 |
|
|
2020
Q4 | $400K | Hold |
5,150
| – | – | 0.34% | 44 |
|
|
2020
Q3 | $376K | Sell |
5,150
-68
| -1% | -$4.97K | 0.36% | 46 |
|
|
2020
Q2 | $365K | Sell |
5,218
-158
| -3% | -$11.1K | 0.38% | 45 |
|
|
2020
Q1 | $371K | Sell |
5,376
-8,856
| -62% | -$611K | 0.26% | 58 |
|
|
2019
Q4 | $1.15M | Sell |
14,232
-372
| -3% | -$30.1K | 0.75% | 39 |
|
|
2019
Q3 | $1.19M | Sell |
14,604
-3,224
| -18% | -$262K | 0.85% | 37 |
|
|
2019
Q2 | $1.34M | Buy |
17,828
+5,640
| +46% | +$425K | 0.84% | 37 |
|
|
2019
Q1 | $897K | Buy |
12,188
+668
| +6% | +$49.2K | 0.48% | 51 |
|
|
2018
Q4 | $773K | Buy |
11,520
+1,162
| +11% | +$78K | 0.47% | 51 |
|
|
2018
Q3 | $694K | Buy |
10,358
+548
| +6% | +$36.7K | 0.42% | 53 |
|
|
2018
Q2 | $647K | Buy |
9,810
+1,494
| +18% | +$98.5K | 0.41% | 56 |
|
|
2018
Q1 | $529K | Buy |
8,316
+1,186
| +17% | +$75.4K | 0.32% | 67 |
|
|
2017
Q4 | $473K | Buy |
7,130
+668
| +10% | +$44.3K | 0.29% | 69 |
|
|
2017
Q3 | $429K | Buy |
6,462
+470
| +8% | +$31.2K | 0.27% | 70 |
|
|
2017
Q2 | $389K | Buy |
5,992
+824
| +16% | +$53.5K | 0.26% | 73 |
|
|
2017
Q1 | $331K | Buy |
+5,168
| New | +$331K | 0.21% | 74 |
|
|
2015
Q4 | – | Sell |
-376
| Closed | -$20K | – | 166 |
|
|
2015
Q3 | $20K | Sell |
376
-1,540
| -80% | -$81.9K | 0.01% | 176 |
|
|
2015
Q2 | $99K | Buy |
+1,916
| New | +$99K | 0.06% | 108 |
|
|
2015
Q1 | – | Sell |
-7,750
| Closed | -$458K | – | 164 |
|
|
2014
Q4 | $458K | Sell |
7,750
-2,328
| -23% | -$138K | 0.26% | 74 |
|
|
2014
Q3 | $530K | Sell |
10,078
-430
| -4% | -$22.6K | 0.28% | 74 |
|
|
2014
Q2 | $585K | Buy |
10,508
+822
| +8% | +$45.8K | 0.3% | 71 |
|
|
2014
Q1 | $505K | Buy |
9,686
+2,180
| +29% | +$114K | 0.28% | 72 |
|
|
2013
Q4 | $360K | Sell |
7,506
-332
| -4% | -$15.9K | 0.27% | 65 |
|
|
2013
Q3 | $368K | Buy |
7,838
+2,958
| +61% | +$139K | 0.32% | 55 |
|
|
2013
Q2 | $231K | Buy |
+4,880
| New | +$231K | 0.19% | 65 |
|