Stifel Financial’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 | $1.73M | Buy |
16,550
+3,324
| +25% | +$348K | ﹤0.01% | 1950 |
|
|
2025
Q1 | $1.34M | Buy |
13,226
+796
| +6% | +$80.7K | ﹤0.01% | 2038 |
|
|
2024
Q4 | $1.2M | Buy |
12,430
+3,337
| +37% | +$321K | ﹤0.01% | 2140 |
|
|
2024
Q3 | $928K | Buy |
9,093
+2,103
| +30% | +$215K | ﹤0.01% | 2281 |
|
|
2024
Q2 | $614K | Buy |
6,990
+3,085
| +79% | +$271K | ﹤0.01% | 2493 |
|
|
2024
Q1 | $330K | Sell |
3,905
-473
| -11% | -$40K | ﹤0.01% | 2860 |
|
|
2023
Q4 | $350K | Sell |
4,378
-13,830
| -76% | -$1.11M | ﹤0.01% | 2756 |
|
|
2023
Q3 | $1.34M | Sell |
18,208
-861
| -5% | -$63.4K | ﹤0.01% | 1847 |
|
|
2023
Q2 | $1.56M | Sell |
19,069
-113
| -0.6% | -$9.24K | ﹤0.01% | 1793 |
|
|
2023
Q1 | $1.61M | Sell |
19,182
-6,886
| -26% | -$576K | ﹤0.01% | 1726 |
|
|
2022
Q4 | $2.26M | Buy |
26,068
+570
| +2% | +$49.3K | ﹤0.01% | 1435 |
|
|
2022
Q3 | $2.07M | Buy |
25,498
+17
| +0.1% | +$1.38K | ﹤0.01% | 1444 |
|
|
2022
Q2 | $2.18M | Sell |
25,481
-627
| -2% | -$53.7K | ﹤0.01% | 1442 |
|
|
2022
Q1 | $2.38M | Buy |
26,108
+990
| +4% | +$90.1K | ﹤0.01% | 1497 |
|
|
2021
Q4 | $2.22M | Buy |
25,118
+12,434
| +98% | +$1.1M | ﹤0.01% | 1536 |
|
|
2021
Q3 | $1M | Buy |
12,684
+922
| +8% | +$72.8K | ﹤0.01% | 2106 |
|
|
2021
Q2 | $923K | Buy |
11,762
+8,684
| +282% | +$681K | ﹤0.01% | 2164 |
|
|
2021
Q1 | $245K | Buy |
+3,078
| New | +$245K | ﹤0.01% | 2904 |
|
|
2020
Q4 | – | Sell |
-10,550
| Closed | -$770K | – | 3070 |
|
|
2020
Q3 | $770K | Sell |
10,550
-3,602
| -25% | -$263K | ﹤0.01% | 1811 |
|
|
2020
Q2 | $992K | Sell |
14,152
-39,214
| -73% | -$2.75M | ﹤0.01% | 1566 |
|
|
2020
Q1 | $3.67M | Buy |
53,366
+5,196
| +11% | +$358K | 0.01% | 777 |
|
|
2019
Q4 | $3.88M | Buy |
48,170
+32,292
| +203% | +$2.6M | 0.01% | 988 |
|
|
2019
Q3 | $1.26M | Sell |
15,878
-824
| -5% | -$65.5K | ﹤0.01% | 1605 |
|
|
2019
Q2 | $1.25M | Sell |
16,702
-4,502
| -21% | -$337K | ﹤0.01% | 1664 |
|
|
2019
Q1 | $1.55M | Buy |
21,204
+1,280
| +6% | +$93.7K | ﹤0.01% | 1389 |
|
|
2018
Q4 | $1.33M | Sell |
19,924
-3,036
| -13% | -$203K | ﹤0.01% | 1370 |
|
|
2018
Q3 | $1.54M | Buy |
22,960
+1,734
| +8% | +$116K | ﹤0.01% | 1415 |
|
|
2018
Q2 | $1.41M | Sell |
21,226
-7,022
| -25% | -$465K | ﹤0.01% | 1412 |
|
|
2018
Q1 | $1.81M | Buy |
28,248
+3,974
| +16% | +$255K | 0.01% | 1224 |
|
|
2017
Q4 | $1.62M | Sell |
24,274
-26,916
| -53% | -$1.79M | 0.01% | 1257 |
|
|
2017
Q3 | $3.41M | Sell |
51,190
-28,510
| -36% | -$1.9M | 0.01% | 885 |
|
|
2017
Q2 | $5.19M | Buy |
79,700
+18,258
| +30% | +$1.19M | 0.02% | 698 |
|
|
2017
Q1 | $3.94M | Buy |
+61,442
| New | +$3.94M | 0.02% | 804 |
|
|
2016
Q4 | – | Sell |
-17,794
| Closed | -$1.09M | – | 2510 |
|
|
2016
Q3 | $1.09M | Buy |
17,794
+3,780
| +27% | +$232K | ﹤0.01% | 1271 |
|
|
2016
Q2 | $921K | Sell |
14,014
-8,536
| -38% | -$561K | ﹤0.01% | 1386 |
|
|
2016
Q1 | $1.39M | Buy |
+22,550
| New | +$1.39M | 0.01% | 1085 |
|
|
2014
Q4 | – | Sell |
-19,926
| Closed | -$1.05M | – | 2337 |
|
|
2014
Q3 | $1.05M | Sell |
19,926
-84
| -0.4% | -$4.42K | 0.01% | 1100 |
|
|
2014
Q2 | $1.11M | Sell |
20,010
-144
| -0.7% | -$8.02K | 0.01% | 1061 |
|
|
2014
Q1 | $1.05M | Buy |
+20,154
| New | +$1.05M | 0.01% | 1045 |
|