Stratos Wealth Advisors’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 | $4.88M | Buy |
46,655
+14,002
| +43% | +$1.46M | 0.26% | 100 |
|
|
2025
Q1 | $3.31M | Sell |
32,653
-3,015
| -8% | -$306K | 0.18% | 118 |
|
|
2024
Q4 | $3.43M | Buy |
35,668
+6,976
| +24% | +$671K | 0.16% | 140 |
|
|
2024
Q3 | $2.93M | Buy |
28,692
+757
| +3% | +$77.2K | 0.13% | 164 |
|
|
2024
Q2 | $2.45M | Buy |
27,935
+260
| +0.9% | +$22.8K | 0.12% | 174 |
|
|
2024
Q1 | $2.34M | Buy |
27,675
+384
| +1% | +$32.5K | 0.14% | 175 |
|
|
2023
Q4 | $2.18M | Buy |
27,291
+803
| +3% | +$64.2K | 0.13% | 207 |
|
|
2023
Q3 | $1.95M | Buy |
26,488
+18,680
| +239% | +$1.37M | 0.13% | 200 |
|
|
2023
Q2 | $638K | Buy |
7,808
+255
| +3% | +$20.8K | 0.05% | 386 |
|
|
2023
Q1 | $632K | Sell |
7,553
-1,497
| -17% | -$125K | 0.05% | 375 |
|
|
2022
Q4 | $783K | Buy |
9,050
+141
| +2% | +$12.2K | 0.07% | 324 |
|
|
2022
Q3 | $723K | Sell |
8,909
-1,170
| -12% | -$95K | 0.08% | 295 |
|
|
2022
Q2 | $863K | Buy |
+10,079
| New | +$863K | 0.08% | 286 |
|