Rise 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 | $126K | Sell |
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|
2025
Q2 | $133K | Buy |
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|
2025
Q1 | $115K | Buy |
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|
2024
Q4 | $94.3K | Buy |
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|
2024
Q3 | $99.3K | Buy |
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|
2024
Q2 | $85K | Buy |
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|
2024
Q1 | $81.4K | Buy |
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|
2023
Q4 | $76.5K | Buy |
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|
2023
Q3 | $69.3K | Sell |
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|
2023
Q2 | $86.8K | Buy |
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|
2023
Q1 | $88.4K | Buy |
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|
2022
Q4 | $90.8K | Buy |
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|
2022
Q3 | $85K | Buy |
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|
2022
Q2 | $89K | Buy |
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|
2022
Q1 | $94K | Buy |
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|
2021
Q4 | $90.6K | Buy |
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