Security National Bank’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 | $52.3K | Hold |
500
| – | – | 0.01% | 215 |
|
|
2025
Q1 | $50.7K | Hold |
500
| – | – | 0.01% | 217 |
|
|
2024
Q4 | $48.1K | Hold |
500
| – | – | 0.01% | 214 |
|
|
2024
Q3 | $51K | Hold |
500
| – | – | 0.01% | 197 |
|
|
2024
Q2 | $43.9K | Hold |
500
| – | – | 0.01% | 201 |
|
|
2024
Q1 | $42.3K | Hold |
500
| – | – | 0.01% | 204 |
|
|
2023
Q4 | $40K | Buy |
+500
| New | +$40K | 0.01% | 215 |
|