MWM
MinichMacGregor Wealth Management’s iShares US Utilities ETF IDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1M | Sell |
106,597
-6,552
| -6% | -$685K | 2.38% | 16 |
|
|
2025
Q1 | $11.5M | Buy |
+113,149
| New | +$11.5M | 2.57% | 13 |
|
|
2023
Q1 | – | Sell |
-138,873
| Closed | -$12M | – | 333 |
|
|
2022
Q4 | $12M | Buy |
138,873
+49,400
| +55% | +$4.28M | 4.34% | 6 |
|
|
2022
Q3 | $7.26M | Buy |
+89,473
| New | +$7.26M | 2.9% | 13 |
|
|
2020
Q4 | – | Sell |
-7,144
| Closed | -$1.04M | – | 81 |
|
|
2020
Q3 | $1.04M | Sell |
7,144
-958
| -12% | -$140K | 0.49% | 35 |
|
|
2020
Q2 | $1.14M | Buy |
+8,102
| New | +$1.14M | 0.63% | 27 |
|
|
2020
Q1 | – | Sell |
-104,181
| Closed | -$16.9M | – | 93 |
|
|
2019
Q4 | $16.9M | Buy |
104,181
+8,092
| +8% | +$1.31M | 9.4% | 3 |
|
|
2019
Q3 | $15.6M | Buy |
96,089
+15,152
| +19% | +$2.47M | 10.59% | 2 |
|
|
2019
Q2 | $12.2M | Buy |
80,937
+4,693
| +6% | +$706K | 8.51% | 1 |
|
|
2019
Q1 | $11.2M | Buy |
+76,244
| New | +$11.2M | 8.39% | 1 |
|
|
2016
Q4 | – | Sell |
-24,995
| Closed | -$3.06M | – | 471 |
|
|
2016
Q3 | $3.06M | Buy |
24,995
+2,202
| +10% | +$270K | 2.87% | 14 |
|
|
2016
Q2 | $2.99M | Buy |
22,793
+164
| +0.7% | +$21.5K | 2.82% | 10 |
|
|
2016
Q1 | $2.8M | Buy |
+22,629
| New | +$2.8M | 2.7% | 11 |
|