Stifel Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.55M | Buy |
21,975
+3,537
| +19% | +$402K | ﹤0.01% | 1785 |
|
|
2025
Q4 | $2M | Buy |
18,438
+1,503
| +9% | +$168K | ﹤0.01% | 1930 |
|
|
2025
Q3 | $1.88M | Buy |
16,935
+385
| +2% | +$41.5K | ﹤0.01% | 1962 |
|
|
2025
Q2 | $1.73M | Buy |
16,550
+3,324
| +25% | +$340K | ﹤0.01% | 1950 |
|
|
2025
Q1 | $1.34M | Buy |
13,226
+796
| +6% | +$79.5K | ﹤0.01% | 2038 |
|
|
2024
Q4 | $1.2M | Buy |
12,430
+3,337
| +37% | +$336K | ﹤0.01% | 2140 |
|
|
2024
Q3 | $928K | Buy |
9,093
+2,103
| +30% | +$199K | ﹤0.01% | 2281 |
|
|
2024
Q2 | $614K | Buy |
6,990
+3,085
| +79% | +$271K | ﹤0.01% | 2493 |
|
|
2024
Q1 | $330K | Sell |
3,905
-473
| -11% | -$37.7K | ﹤0.01% | 2860 |
|
|
2023
Q4 | $350K | Sell |
4,378
-13,830
| -76% | -$1.06M | ﹤0.01% | 2756 |
|
|
2023
Q3 | $1.34M | Sell |
18,208
-861
| -5% | -$69.1K | ﹤0.01% | 1847 |
|
|
2023
Q2 | $1.56M | Sell |
19,069
-113
| -0.6% | -$9.41K | ﹤0.01% | 1793 |
|
|
2023
Q1 | $1.61M | Sell |
19,182
-6,886
| -26% | -$575K | ﹤0.01% | 1726 |
|
|
2022
Q4 | $2.26M | Buy |
26,068
+570
| +2% | +$47.8K | ﹤0.01% | 1435 |
|
|
2022
Q3 | $2.07M | Buy |
25,498
+17
| +0.1% | +$1.53K | ﹤0.01% | 1444 |
|
|
2022
Q2 | $2.18M | Sell |
25,481
-627
| -2% | -$55.4K | ﹤0.01% | 1442 |
|
|
2022
Q1 | $2.38M | Buy |
26,108
+990
| +4% | +$84.2K | ﹤0.01% | 1497 |
|
|
2021
Q4 | $2.22M | Buy |
25,118
+12,434
| +98% | +$1.04M | ﹤0.01% | 1536 |
|
|
2021
Q3 | $1M | Buy |
12,684
+922
| +8% | +$76.1K | ﹤0.01% | 2106 |
|
|
2021
Q2 | $923K | Buy |
11,762
+8,684
| +282% | +$704K | ﹤0.01% | 2164 |
|
|
2021
Q1 | $245K | Buy |
+3,078
| New | +$237K | ﹤0.01% | 2904 |
|
|
2020
Q4 | – | Sell |
-10,550
| Closed | -$770K | – | 3070 |
|
|
2020
Q3 | $770K | Sell |
10,550
-3,602
| -25% | -$264K | ﹤0.01% | 1811 |
|
|
2020
Q2 | $992K | Sell |
14,152
-39,214
| -73% | -$2.81M | ﹤0.01% | 1566 |
|
|
2020
Q1 | $3.67M | Buy |
53,366
+5,196
| +11% | +$415K | 0.01% | 777 |
|
|
2019
Q4 | $3.88M | Buy |
48,170
+32,292
| +203% | +$2.57M | 0.01% | 988 |
|
|
2019
Q3 | $1.26M | Sell |
15,878
-824
| -5% | -$64.1K | ﹤0.01% | 1605 |
|
|
2019
Q2 | $1.25M | Sell |
16,702
-4,502
| -21% | -$334K | ﹤0.01% | 1664 |
|
|
2019
Q1 | $1.55M | Buy |
21,204
+1,280
| +6% | +$90.3K | ﹤0.01% | 1389 |
|
|
2018
Q4 | $1.33M | Sell |
19,924
-3,036
| -13% | -$209K | ﹤0.01% | 1370 |
|
|
2018
Q3 | $1.54M | Buy |
22,960
+1,734
| +8% | +$117K | ﹤0.01% | 1415 |
|
|
2018
Q2 | $1.41M | Sell |
21,226
-7,022
| -25% | -$448K | ﹤0.01% | 1412 |
|
|
2018
Q1 | $1.81M | Buy |
28,248
+3,974
| +16% | +$250K | 0.01% | 1224 |
|
|
2017
Q4 | $1.62M | Sell |
24,274
-26,916
| -53% | -$1.85M | 0.01% | 1257 |
|
|
2017
Q3 | $3.41M | Sell |
51,190
-28,510
| -36% | -$1.92M | 0.01% | 885 |
|
|
2017
Q2 | $5.18M | Buy |
79,700
+18,258
| +30% | +$1.2M | 0.02% | 698 |
|
|
2017
Q1 | $3.94M | Buy |
+61,442
| New | +$3.85M | 0.02% | 804 |
|
|
2016
Q4 | – | Sell |
-17,794
| Closed | -$1.09M | – | 2510 |
|
|
2016
Q3 | $1.09M | Buy |
17,794
+3,780
| +27% | +$240K | ﹤0.01% | 1271 |
|
|
2016
Q2 | $921K | Sell |
14,014
-8,536
| -38% | -$526K | ﹤0.01% | 1386 |
|
|
2016
Q1 | $1.39M | Buy |
+22,550
| New | +$1.3M | 0.01% | 1085 |
|
|
2014
Q4 | – | Sell |
-19,926
| Closed | -$1.05M | – | 2385 |
|
|
2014
Q3 | $1.05M | Sell |
19,926
-84
| -0.4% | -$4.47K | 0.01% | 1100 |
|
|
2014
Q2 | $1.11M | Sell |
20,010
-144
| -0.7% | -$7.69K | 0.01% | 1061 |
|
|
2014
Q1 | $1.05M | Buy |
+20,154
| New | +$1,000K | 0.01% | 1045 |
|
Other funds holding IDU
DWM
PRS
PCH
SPIA
