Stratos Wealth Partners’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 | $1.4M | Buy |
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|
2025
Q2 | $1.2M | Buy |
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|
2025
Q1 | $393K | Sell |
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|
2024
Q4 | $965K | Buy |
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|
2024
Q3 | $885K | Buy |
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|
2024
Q2 | $385K | Sell |
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|
2024
Q1 | $466K | Buy |
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|
2023
Q4 | $440K | Buy |
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|
2023
Q3 | $405K | Buy |
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|
2023
Q2 | $253K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $326K | Sell |
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|
2022
Q1 | $362K | Sell |
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|
2021
Q4 | $380K | Buy |
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|
2021
Q3 | $273K | Sell |
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|
2021
Q2 | $273K | Buy |
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|
2021
Q1 | $275K | Sell |
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|
2020
Q4 | $273K | Sell |
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|
2020
Q3 | $281K | Buy |
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|
2020
Q2 | $267K | Sell |
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|
2020
Q1 | $268K | Sell |
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|
2019
Q4 | $388K | Buy |
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|
2019
Q3 | $377K | Sell |
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|
2019
Q2 | $352K | Hold |
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|
2019
Q1 | $344K | Buy |
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|
2018
Q4 | $279K | Hold |
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|
2018
Q3 | $279K | Sell |
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|
2018
Q2 | $311K | Buy |
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|
2018
Q1 | $262K | Buy |
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|
2017
Q4 | $214K | Sell |
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|
2017
Q3 | $438K | Buy |
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|
2017
Q2 | $329K | Buy |
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|
2017
Q1 | $224K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $265K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $268K | Buy |
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