Rise 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 | $133K | Buy |
1,274
+141
| +12% | +$14.7K | 0.05% | 124 |
|
|
2025
Q1 | $115K | Buy |
1,133
+153
| +16% | +$15.5K | 0.05% | 134 |
|
|
2024
Q4 | $94.3K | Buy |
980
+6
| +0.6% | +$578 | 0.05% | 145 |
|
|
2024
Q3 | $99.3K | Buy |
974
+6
| +0.6% | +$612 | 0.05% | 148 |
|
|
2024
Q2 | $85K | Buy |
968
+5
| +0.5% | +$439 | 0.05% | 164 |
|
|
2024
Q1 | $81.4K | Buy |
963
+5
| +0.5% | +$423 | 0.04% | 168 |
|
|
2023
Q4 | $76.5K | Buy |
958
+16
| +2% | +$1.28K | 0.05% | 124 |
|
|
2023
Q3 | $69.3K | Sell |
942
-119
| -11% | -$8.76K | 0.05% | 115 |
|
|
2023
Q2 | $86.8K | Buy |
1,061
+5
| +0.5% | +$409 | 0.07% | 110 |
|
|
2023
Q1 | $88.4K | Buy |
1,056
+7
| +0.7% | +$586 | 0.07% | 110 |
|
|
2022
Q4 | $90.8K | Buy |
1,049
+7
| +0.7% | +$606 | 0.07% | 109 |
|
|
2022
Q3 | $85K | Buy |
1,042
+7
| +0.7% | +$571 | 0.07% | 106 |
|
|
2022
Q2 | $89K | Buy |
1,035
+5
| +0.5% | +$430 | 0.09% | 102 |
|
|
2022
Q1 | $94K | Buy |
1,030
+6
| +0.6% | +$548 | 0.08% | 104 |
|
|
2021
Q4 | $90.6K | Buy |
+1,024
| New | +$90.6K | 0.09% | 103 |
|