Madden Advisory Services’s iShares US Utilities ETF IDU Stock Holding History

Madden Advisory Services’s Portfolio IDU Stock Details IDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$477K	Sell	4,110 -5	-0.1%	-$568	0.19%	80
2025 Q4	$446K	Sell	4,115 -31	-0.7%	-$3.46K	0.18%	76
2025 Q3	$460K	Sell	4,146 -133	-3%	-$14.3K	0.18%	76
2025 Q2	$447K	Hold	4,279	–	–	0.19%	76
2025 Q1	$434K	Buy	4,279 +5	+0.1%	+$499	0.2%	76
2024 Q4	$411K	Buy	4,274 +56	+1%	+$5.64K	0.19%	75
2024 Q3	$430K	Sell	4,218 -73	-2%	-$6.91K	0.2%	73
2024 Q2	$377K	Sell	4,291 -4	-0.1%	-$351	0.19%	71
2024 Q1	$363K	Sell	4,295 -162	-4%	-$12.9K	0.19%	72
2023 Q4	$356K	Buy	4,457 +100	+2%	+$7.66K	0.2%	71
2023 Q3	$321K	Buy	4,357 +153	+4%	+$12.3K	0.2%	65
2023 Q2	$344K	Hold	4,204	–	–	0.22%	65
2023 Q1	$352K	Sell	4,204 -70	-2%	-$5.84K	0.25%	64
2022 Q4	$370K	Sell	4,274 -270	-6%	-$22.7K	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%	-$836	0.26%	54
2021 Q3	$359K	Sell	4,554 -95	-2%	-$7.84K	0.26%	56
2021 Q2	$365K	Hold	4,649	–	–	0.27%	53
2021 Q1	$370K	Sell	4,649 -501	-10%	-$38.6K	0.29%	51
2020 Q4	$400K	Hold	5,150	–	–	0.34%	44
2020 Q3	$376K	Sell	5,150 -68	-1%	-$4.99K	0.36%	46
2020 Q2	$365K	Sell	5,218 -158	-3%	-$11.3K	0.38%	45
2020 Q1	$371K	Sell	5,376 -8,856	-62%	-$707K	0.26%	58
2019 Q4	$1.15M	Sell	14,232 -372	-3%	-$29.7K	0.75%	39
2019 Q3	$1.19M	Sell	14,604 -3,224	-18%	-$251K	0.85%	37
2019 Q2	$1.34M	Buy	17,828 +5,640	+46%	+$419K	0.84%	37
2019 Q1	$897K	Buy	12,188 +668	+6%	+$47.1K	0.48%	51
2018 Q4	$773K	Buy	11,520 +1,162	+11%	+$80K	0.47%	51
2018 Q3	$694K	Buy	10,358 +548	+6%	+$37K	0.42%	53
2018 Q2	$647K	Buy	9,810 +1,494	+18%	+$95.4K	0.41%	56
2018 Q1	$529K	Buy	8,316 +1,186	+17%	+$74.7K	0.32%	67
2017 Q4	$473K	Buy	7,130 +668	+10%	+$45.9K	0.29%	69
2017 Q3	$429K	Buy	6,462 +470	+8%	+$31.6K	0.27%	70
2017 Q2	$389K	Buy	5,992 +824	+16%	+$54.1K	0.26%	73
2017 Q1	$331K	Buy	+5,168	New	+$324K	0.21%	74
2015 Q4	–	Sell	-376	Closed	-$20K	–	166
2015 Q3	$20K	Sell	376 -1,540	-80%	-$82.7K	0.01%	176
2015 Q2	$99K	Buy	+1,916	New	+$105K	0.06%	108
2015 Q1	–	Sell	-7,750	Closed	-$458K	–	164
2014 Q4	$458K	Sell	7,750 -2,328	-23%	-$132K	0.26%	74
2014 Q3	$530K	Sell	10,078 -430	-4%	-$22.9K	0.28%	74
2014 Q2	$585K	Buy	10,508 +822	+8%	+$43.9K	0.3%	71
2014 Q1	$505K	Buy	9,686 +2,180	+29%	+$108K	0.28%	72
2013 Q4	$360K	Sell	7,506 -332	-4%	-$16K	0.27%	65
2013 Q3	$368K	Buy	7,838 +2,958	+61%	+$142K	0.32%	55
2013 Q2	$231K	Buy	+4,880	New	+$238K	0.19%	65