Mutual Advisors’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 | $712K | Buy |
6,591
+236
| +4% | +$25.5K | 0.02% | 633 |
|
|
2025
Q1 | $639K | Buy |
6,355
+3,022
| +91% | +$304K | 0.02% | 608 |
|
|
2024
Q4 | $333K | Sell |
3,333
-1,074
| -24% | -$107K | 0.01% | 856 |
|
|
2024
Q3 | $454K | Sell |
4,407
-154
| -3% | -$15.9K | 0.01% | 748 |
|
|
2024
Q2 | $416K | Sell |
4,561
-964
| -17% | -$87.9K | 0.01% | 774 |
|
|
2024
Q1 | $467K | Buy |
5,525
+384
| +7% | +$32.5K | 0.02% | 719 |
|
|
2023
Q4 | $411K | Sell |
5,141
-328
| -6% | -$26.2K | 0.01% | 707 |
|
|
2023
Q3 | $402K | Buy |
5,469
+19
| +0.3% | +$1.4K | 0.02% | 682 |
|
|
2023
Q2 | $446K | Sell |
5,450
-16
| -0.3% | -$1.31K | 0.02% | 675 |
|
|
2023
Q1 | $458K | Sell |
5,466
-399
| -7% | -$33.4K | 0.02% | 654 |
|
|
2022
Q4 | $508K | Sell |
5,865
-823
| -12% | -$71.2K | 0.02% | 585 |
|
|
2022
Q3 | $543K | Sell |
6,688
-325
| -5% | -$26.4K | 0.03% | 537 |
|
|
2022
Q2 | $600K | Buy |
7,013
+108
| +2% | +$9.24K | 0.04% | 479 |
|
|
2022
Q1 | $628K | Sell |
6,905
-1,587
| -19% | -$144K | 0.04% | 508 |
|
|
2021
Q4 | $751K | Buy |
8,492
+1,251
| +17% | +$111K | 0.04% | 469 |
|
|
2021
Q3 | $572K | Sell |
7,241
-312
| -4% | -$24.6K | 0.03% | 503 |
|
|
2021
Q2 | $593K | Sell |
7,553
-1,361
| -15% | -$107K | 0.04% | 478 |
|
|
2021
Q1 | $709K | Sell |
8,914
-502
| -5% | -$39.9K | 0.05% | 402 |
|
|
2020
Q4 | $731K | Buy |
9,416
+16
| +0.2% | +$1.24K | 0.05% | 387 |
|
|
2020
Q3 | $686K | Sell |
9,400
-20
| -0.2% | -$1.46K | 0.06% | 339 |
|
|
2020
Q2 | $660K | Buy |
9,420
+380
| +4% | +$26.6K | 0.06% | 309 |
|
|
2020
Q1 | $624K | Buy |
9,040
+5,716
| +172% | +$395K | 0.08% | 244 |
|
|
2019
Q4 | $269K | Buy |
3,324
+606
| +22% | +$49K | 0.03% | 488 |
|
|
2019
Q3 | $221K | Sell |
2,718
-4
| -0.1% | -$325 | 0.03% | 480 |
|
|
2019
Q2 | $205K | Buy |
+2,722
| New | +$205K | 0.03% | 520 |
|