Mather Group’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 | – | Sell |
-732
| Closed | -$74.2K | – | 1117 |
|
|
2025
Q1 | $74.2K | Hold |
732
| – | – | ﹤0.01% | 825 |
|
|
2024
Q4 | $70.4K | Hold |
732
| – | – | ﹤0.01% | 806 |
|
|
2024
Q3 | $74.7K | Hold |
732
| – | – | ﹤0.01% | 800 |
|
|
2024
Q2 | $61.9K | Hold |
732
| – | – | ﹤0.01% | 938 |
|
|
2024
Q1 | $58.5K | Buy |
+732
| New | +$58.5K | ﹤0.01% | 836 |
|
|
2022
Q2 | – | Sell |
-2,244
| Closed | -$204K | – | 428 |
|
|
2022
Q1 | $204K | Buy |
+2,244
| New | +$204K | ﹤0.01% | 431 |
|
|
2021
Q1 | – | Sell |
-2,742
| Closed | -$213K | – | 274 |
|
|
2020
Q4 | $213K | Hold |
2,742
| – | – | 0.01% | 231 |
|
|
2020
Q3 | $200K | Sell |
2,742
-348
| -11% | -$25.4K | 0.01% | 233 |
|
|
2020
Q2 | $217K | Buy |
+3,090
| New | +$217K | 0.01% | 195 |
|