Northwestern Mutual Wealth Management’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 | $4.19M | Buy |
40,110
+9,843
| +33% | +$1.03M | ﹤0.01% | 731 |
|
|
2025
Q1 | $3.07M | Buy |
30,267
+6,944
| +30% | +$704K | ﹤0.01% | 795 |
|
|
2024
Q4 | $2.24M | Buy |
23,323
+2,377
| +11% | +$229K | ﹤0.01% | 831 |
|
|
2024
Q3 | $2.14M | Buy |
20,946
+2,403
| +13% | +$245K | ﹤0.01% | 835 |
|
|
2024
Q2 | $1.63M | Sell |
18,543
-3,915
| -17% | -$344K | ﹤0.01% | 878 |
|
|
2024
Q1 | $1.9M | Sell |
22,458
-2,336
| -9% | -$197K | ﹤0.01% | 809 |
|
|
2023
Q4 | $1.98M | Sell |
24,794
-384,030
| -94% | -$30.7M | ﹤0.01% | 772 |
|
|
2023
Q3 | $30.1M | Sell |
408,824
-16,146
| -4% | -$1.19M | 0.04% | 224 |
|
|
2023
Q2 | $34.7M | Buy |
424,970
+8,773
| +2% | +$717K | 0.04% | 207 |
|
|
2023
Q1 | $34.8M | Buy |
416,197
+377,012
| +962% | +$31.6M | 0.05% | 189 |
|
|
2022
Q4 | $3.39M | Buy |
39,185
+16,217
| +71% | +$1.4M | 0.01% | 544 |
|
|
2022
Q3 | $1.86M | Buy |
22,968
+6,422
| +39% | +$521K | ﹤0.01% | 646 |
|
|
2022
Q2 | $1.42M | Buy |
16,546
+11,747
| +245% | +$1.01M | ﹤0.01% | 722 |
|
|
2022
Q1 | $437K | Buy |
4,799
+717
| +18% | +$65.3K | ﹤0.01% | 1132 |
|
|
2021
Q4 | $361K | Buy |
4,082
+394
| +11% | +$34.8K | ﹤0.01% | 1205 |
|
|
2021
Q3 | $291K | Buy |
3,688
+79
| +2% | +$6.23K | ﹤0.01% | 1204 |
|
|
2021
Q2 | $283K | Sell |
3,609
-157
| -4% | -$12.3K | ﹤0.01% | 1186 |
|
|
2021
Q1 | $300K | Sell |
3,766
-39
| -1% | -$3.11K | ﹤0.01% | 1092 |
|
|
2020
Q4 | $295K | Sell |
3,805
-299
| -7% | -$23.2K | ﹤0.01% | 1010 |
|
|
2020
Q3 | $300K | Sell |
4,104
-316
| -7% | -$23.1K | ﹤0.01% | 901 |
|
|
2020
Q2 | $310K | Sell |
4,420
-1,074
| -20% | -$75.3K | ﹤0.01% | 835 |
|
|
2020
Q1 | $380K | Sell |
5,494
-548
| -9% | -$37.9K | ﹤0.01% | 718 |
|
|
2019
Q4 | $490K | Buy |
6,042
+306
| +5% | +$24.8K | ﹤0.01% | 690 |
|
|
2019
Q3 | $467K | Buy |
5,736
+404
| +8% | +$32.9K | ﹤0.01% | 655 |
|
|
2019
Q2 | $402K | Buy |
5,332
+42
| +0.8% | +$3.17K | ﹤0.01% | 694 |
|
|
2019
Q1 | $390K | Buy |
5,290
+100
| +2% | +$7.37K | ﹤0.01% | 682 |
|
|
2018
Q4 | $348K | Buy |
5,190
+3,818
| +278% | +$256K | ﹤0.01% | 657 |
|
|
2018
Q3 | $92K | Buy |
1,372
+100
| +8% | +$6.71K | ﹤0.01% | 1068 |
|
|
2018
Q2 | $84K | Buy |
1,272
+132
| +12% | +$8.72K | ﹤0.01% | 1052 |
|
|
2018
Q1 | $73K | Buy |
1,140
+300
| +36% | +$19.2K | ﹤0.01% | 1057 |
|
|
2017
Q4 | $56K | Sell |
840
-20
| -2% | -$1.33K | ﹤0.01% | 1109 |
|
|
2017
Q3 | $57K | Buy |
860
+20
| +2% | +$1.33K | ﹤0.01% | 1070 |
|
|
2017
Q2 | $55K | Hold |
840
| – | – | ﹤0.01% | 1058 |
|
|
2017
Q1 | $54K | Hold |
840
| – | – | ﹤0.01% | 1001 |
|
|
2016
Q4 | $51K | Buy |
+840
| New | +$51K | ﹤0.01% | 1019 |
|
|
2015
Q2 | – | Sell |
-356
| Closed | -$20K | – | 1512 |
|
|
2015
Q1 | $20K | Buy |
+356
| New | +$20K | ﹤0.01% | 873 |
|
|
2013
Q3 | – | Sell |
-312
| Closed | -$15K | – | 1411 |
|
|
2013
Q2 | $15K | Buy |
+312
| New | +$15K | ﹤0.01% | 770 |
|