Stratos Wealth Advisors’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
Q3 | $5.16M | Sell |
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|
2025
Q2 | $4.88M | Buy |
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|
2025
Q1 | $3.31M | Sell |
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|
2024
Q4 | $3.43M | Buy |
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|
2024
Q3 | $2.93M | Buy |
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|
2024
Q2 | $2.45M | Buy |
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|
2024
Q1 | $2.34M | Buy |
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|
2023
Q4 | $2.18M | Buy |
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|
2023
Q3 | $1.95M | Buy |
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|
2023
Q2 | $638K | Buy |
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|
2023
Q1 | $632K | Sell |
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|
2022
Q4 | $783K | Buy |
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|
2022
Q3 | $723K | Sell |
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|
2022
Q2 | $863K | Buy |
|