MGB Wealth Management’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 | $72.2K | Hold |
690
| – | – | 0.02% | 252 |
|
|
2025
Q1 | $70K | Hold |
690
| – | – | 0.03% | 242 |
|
|
2024
Q4 | $66.4K | Hold |
690
| – | – | 0.02% | 236 |
|
|
2024
Q3 | $70.4K | Hold |
690
| – | – | 0.03% | 224 |
|
|
2024
Q2 | $63.1K | Hold |
690
| – | – | 0.02% | 230 |
|
|
2024
Q1 | $58.3K | Sell |
690
-506
| -42% | -$42.8K | 0.02% | 223 |
|
|
2023
Q4 | $95.6K | Buy |
+1,196
| New | +$95.6K | 0.05% | 201 |
|