Royal Fund 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 | $313K | Buy |
2,990
+13
| +0.4% | +$1.36K | 0.03% | 224 |
|
|
2025
Q1 | $302K | Sell |
2,977
-42
| -1% | -$4.27K | 0.03% | 228 |
|
|
2024
Q4 | $291K | Sell |
3,019
-5,996
| -67% | -$578K | 0.03% | 209 |
|
|
2024
Q3 | $921K | Sell |
9,015
-12,590
| -58% | -$1.29M | 0.05% | 195 |
|
|
2024
Q2 | $1.92M | Buy |
21,605
+490
| +2% | +$43.5K | 0.16% | 119 |
|
|
2024
Q1 | $1.79M | Buy |
21,115
+2,312
| +12% | +$196K | 0.18% | 135 |
|
|
2023
Q4 | $1.51M | Buy |
18,803
+2,915
| +18% | +$234K | 0.17% | 135 |
|
|
2023
Q3 | $1.17M | Buy |
15,888
+435
| +3% | +$32K | 0.16% | 141 |
|
|
2023
Q2 | $1.26M | Buy |
15,453
+2,950
| +24% | +$241K | 0.16% | 125 |
|
|
2023
Q1 | $1.05M | Buy |
12,503
+2,257
| +22% | +$189K | 0.15% | 136 |
|
|
2022
Q4 | $887K | Buy |
10,246
+7,313
| +249% | +$633K | 0.14% | 126 |
|
|
2022
Q3 | $237K | Buy |
+2,933
| New | +$237K | 0.04% | 179 |
|
|
2020
Q2 | – | Sell |
-3,274
| Closed | -$226K | – | 327 |
|
|
2020
Q1 | $226K | Buy |
+3,274
| New | +$226K | 0.09% | 128 |
|
|
2017
Q4 | – | Sell |
-760
| Closed | -$50K | – | 660 |
|
|
2017
Q3 | $50K | Buy |
+760
| New | +$50K | 0.02% | 176 |
|