SOA Wealth 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 | $60.3K | Hold |
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|
2025
Q2 | $56.9K | Hold |
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|
2025
Q1 | $55.2K | Hold |
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|
2024
Q4 | $52.3K | Hold |
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|
2024
Q3 | $55.5K | Hold |
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|
2024
Q2 | $47.8K | Hold |
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|
2024
Q1 | $46K | Hold |
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|
2023
Q4 | $43.5K | Hold |
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|
2023
Q3 | $40K | Hold |
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|
2023
Q2 | $44.5K | Hold |
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|
2023
Q1 | $45.5K | Hold |
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|
2022
Q4 | $47.1K | Hold |
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|
2022
Q3 | $44K | Hold |
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|
2022
Q2 | $46K | Sell |
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|
2022
Q1 | $99K | Sell |
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|
2021
Q4 | $95K | Hold |
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|
2021
Q3 | $86K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $86K | Hold |
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|
2020
Q4 | $85K | Buy |
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