MinichMacGregor Wealth Management’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
Q2 | $11.1M | Sell |
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|
2025
Q1 | $11.5M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $12M | Buy |
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|
2022
Q3 | $7.26M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1.04M | Sell |
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|
2020
Q2 | $1.14M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $16.9M | Buy |
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|
2019
Q3 | $15.6M | Buy |
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|
2019
Q2 | $12.2M | Buy |
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|
2019
Q1 | $11.2M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $3.06M | Buy |
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|
2016
Q2 | $2.99M | Buy |
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|
2016
Q1 | $2.8M | Buy |
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