Mather Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $81.2K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $74.2K | Hold |
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|
2024
Q4 | $70.4K | Hold |
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|
2024
Q3 | $74.7K | Hold |
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|
2024
Q2 | $61.9K | Hold |
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|
2024
Q1 | $58.5K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $204K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $213K | Hold |
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|
2020
Q3 | $200K | Sell |
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|
2020
Q2 | $217K | Buy |
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