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