Mutual Advisors’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
Q3 | $689K | Sell |
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|
2025
Q2 | $712K | Buy |
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|
2025
Q1 | $639K | Buy |
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|
2024
Q4 | $333K | Sell |
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|
2024
Q3 | $454K | Sell |
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|
2024
Q2 | $416K | Sell |
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|
2024
Q1 | $467K | Buy |
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|
2023
Q4 | $411K | Sell |
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|
2023
Q3 | $402K | Buy |
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|
2023
Q2 | $446K | Sell |
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|
2023
Q1 | $458K | Sell |
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|
2022
Q4 | $508K | Sell |
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|
2022
Q3 | $543K | Sell |
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|
2022
Q2 | $600K | Buy |
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|
2022
Q1 | $628K | Sell |
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|
2021
Q4 | $751K | Buy |
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|
2021
Q3 | $572K | Sell |
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|
2021
Q2 | $593K | Sell |
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|
2021
Q1 | $709K | Sell |
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|
2020
Q4 | $731K | Buy |
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|
2020
Q3 | $686K | Sell |
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|
2020
Q2 | $660K | Buy |
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|
2020
Q1 | $624K | Buy |
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|
2019
Q4 | $269K | Buy |
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|
2019
Q3 | $221K | Sell |
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|
2019
Q2 | $205K | Buy |
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