Schnieders Capital Management’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
Q2 | $544K | Hold |
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|
2025
Q1 | $527K | Hold |
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|
2024
Q4 | $500K | Hold |
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|
2024
Q3 | $531K | Hold |
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|
2024
Q2 | $457K | Hold |
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|
2024
Q1 | $440K | Hold |
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|
2023
Q4 | $416K | Buy |
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|
2023
Q3 | $287K | Hold |
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|
2023
Q2 | $319K | Hold |
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|
2023
Q1 | $326K | Hold |
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|
2022
Q4 | $338K | Sell |
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|
2022
Q3 | $479K | Buy |
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|
2022
Q2 | $248K | Hold |
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|
2022
Q1 | $264K | Sell |
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|
2021
Q4 | $270K | Hold |
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|
2021
Q3 | $241K | Hold |
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|
2021
Q2 | $239K | Hold |
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|
2021
Q1 | $243K | Hold |
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|
2020
Q4 | $237K | Hold |
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|
2020
Q3 | $223K | Sell |
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|
2020
Q2 | $221K | Hold |
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|
2020
Q1 | $218K | Hold |
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|
2019
Q4 | $255K | Hold |
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|
2019
Q3 | $257K | Hold |
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|
2019
Q2 | $238K | Hold |
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|
2019
Q1 | $232K | Sell |
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|
2018
Q4 | $214K | Hold |
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|
2018
Q3 | $215K | Hold |
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|
2018
Q2 | $211K | Sell |
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|
2018
Q1 | $210K | Buy |
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|
2017
Q4 | $213K | Hold |
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|
2017
Q3 | $213K | Hold |
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|
2017
Q2 | $208K | Sell |
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|
2017
Q1 | $212K | Buy |
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