Steward Partners Investment Advisory’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 | $2.99M | Buy |
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|
2025
Q1 | $1.53M | Buy |
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|
2024
Q4 | $996K | Buy |
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|
2024
Q3 | $421K | Hold |
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|
2024
Q2 | $362K | Hold |
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|
2024
Q1 | $348K | Sell |
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|
2023
Q4 | $381K | Sell |
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|
2023
Q3 | $396K | Sell |
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|
2023
Q2 | $559K | Sell |
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|
2023
Q1 | $2.21M | Buy |
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|
2022
Q4 | $2.17M | Buy |
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|
2022
Q3 | $2.01M | Buy |
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|
2022
Q2 | $2.07M | Sell |
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|
2022
Q1 | $2.25M | Sell |
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|
2021
Q4 | $3.91M | Buy |
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|
2021
Q3 | $3.48M | Buy |
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|
2021
Q2 | $3.33M | Buy |
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|
2021
Q1 | $3.1M | Buy |
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|
2020
Q4 | $2.34M | Sell |
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|
2020
Q3 | $2.21M | Buy |
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|
2020
Q2 | $372K | Sell |
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|
2020
Q1 | $556K | Buy |
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|
2019
Q4 | $397K | Buy |
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|
2019
Q3 | $205K | Hold |
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|
2019
Q2 | $189K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $128K | Buy |
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|
2018
Q2 | $40K | Hold |
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|
2018
Q1 | $38K | Buy |
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|
2017
Q4 | $0 | Hold |
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|
2017
Q3 | $0 | Hold |
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|
2017
Q2 | $0 | Hold |
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|
2017
Q1 | $0 | Buy |
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