Sowell Financial Services’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 | $1.18M | Sell |
11,302
-444
| -4% | -$46.4K | 0.05% | 369 |
|
|
2025
Q1 | $1.19M | Sell |
11,746
-90
| -0.8% | -$9.13K | 0.05% | 343 |
|
|
2024
Q4 | $1.14M | Sell |
11,836
-2,522
| -18% | -$243K | 0.06% | 296 |
|
|
2024
Q3 | $1.47M | Buy |
+14,358
| New | +$1.47M | 0.07% | 285 |
|
|
2024
Q1 | – | Sell |
-13,516
| Closed | -$1.08M | – | 559 |
|
|
2023
Q4 | $1.08M | Buy |
+13,516
| New | +$1.08M | 0.06% | 310 |
|
|
2021
Q2 | – | Sell |
-1,987
| Closed | -$162K | – | 1535 |
|
|
2021
Q1 | $162K | Sell |
1,987
-673
| -25% | -$54.9K | 0.01% | 1157 |
|
|
2020
Q4 | $206K | Buy |
2,660
+706
| +36% | +$54.7K | 0.01% | 824 |
|
|
2020
Q3 | $143K | Sell |
1,954
-92
| -4% | -$6.73K | 0.01% | 848 |
|
|
2020
Q2 | $143K | Sell |
2,046
-486
| -19% | -$34K | 0.01% | 851 |
|
|
2020
Q1 | $175K | Sell |
2,532
-90
| -3% | -$6.22K | 0.01% | 688 |
|
|
2019
Q4 | $212K | Buy |
2,622
+220
| +9% | +$17.8K | 0.02% | 692 |
|
|
2019
Q3 | $196K | Buy |
+2,402
| New | +$196K | 0.02% | 651 |
|
|
2019
Q1 | $813K | Buy |
11,044
+1,112
| +11% | +$81.9K | 0.09% | 235 |
|
|
2018
Q4 | $667K | Buy |
+9,932
| New | +$667K | 0.09% | 223 |
|