Money Concepts Capital’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 | $337K | Buy |
3,227
+656
| +26% | +$68.6K | 0.02% | 357 |
|
2025
Q1 | $261K | Buy |
+2,571
| New | +$261K | 0.02% | 373 |
|
2023
Q2 | – | Sell |
-13,381
| Closed | -$132K | – | 409 |
|
2023
Q1 | $132K | Buy |
13,381
+10,785
| +415% | +$107K | 0.01% | 431 |
|
2022
Q4 | $225K | Buy |
2,596
+2,285
| +735% | +$198K | 0.01% | 639 |
|
2022
Q3 | $25K | Buy |
311
+24
| +8% | +$1.93K | ﹤0.01% | 856 |
|
2022
Q2 | $25K | Sell |
287
-1,855
| -87% | -$162K | ﹤0.01% | 841 |
|
2022
Q1 | $195K | Buy |
2,142
+1,816
| +557% | +$165K | 0.01% | 754 |
|
2021
Q4 | $29K | Buy |
+326
| New | +$29K | ﹤0.01% | 629 |
|
2021
Q1 | $36K | Buy |
450
+19
| +4% | +$1.52K | ﹤0.01% | 593 |
|
2020
Q4 | $33K | Buy |
+431
| New | +$33K | ﹤0.01% | 547 |
|