Nikulski Financial’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 | $1.19M | Buy |
+11,363
| New | +$1.19M | 0.33% | 72 |
|
|
2023
Q3 | – | Sell |
-9,125
| Closed | -$746K | – | 127 |
|
|
2023
Q2 | $746K | Buy |
9,125
+1,304
| +17% | +$107K | 0.31% | 78 |
|
|
2023
Q1 | $655K | Hold |
7,821
| – | – | 0.29% | 78 |
|
|
2022
Q4 | $677K | Buy |
7,821
+911
| +13% | +$78.8K | 0.32% | 68 |
|
|
2022
Q3 | $561K | Sell |
6,910
-19
| -0.3% | -$1.54K | 0.29% | 74 |
|
|
2022
Q2 | $593K | Buy |
+6,929
| New | +$593K | 0.29% | 71 |
|
|
2020
Q2 | – | Sell |
-6,030
| Closed | -$416K | – | 106 |
|
|
2020
Q1 | $416K | Buy |
+6,030
| New | +$416K | 0.36% | 56 |
|