Spire Wealth 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 | – | Sell |
-1,000
| Closed | -$101K | – | 2466 |
|
|
2025
Q1 | $101K | Hold |
1,000
| – | – | ﹤0.01% | 1033 |
|
|
2024
Q4 | $96.2K | Hold |
1,000
| – | – | ﹤0.01% | 1045 |
|
|
2024
Q3 | $102K | Sell |
1,000
-135
| -12% | -$13.8K | ﹤0.01% | 907 |
|
|
2024
Q2 | $99.7K | Buy |
+1,135
| New | +$99.7K | ﹤0.01% | 894 |
|
|
2023
Q4 | – | Sell |
-55
| Closed | -$4.05K | – | 2409 |
|
|
2023
Q3 | $4.05K | Hold |
55
| – | – | ﹤0.01% | 1985 |
|
|
2023
Q2 | $4.5K | Hold |
55
| – | – | ﹤0.01% | 2028 |
|
|
2023
Q1 | $4.6K | Buy |
+55
| New | +$4.6K | ﹤0.01% | 2051 |
|