Summit 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 | $324K | Buy |
3,100
+196
| +7% | +$20.5K | 0.01% | 662 |
|
|
2025
Q1 | $295K | Buy |
2,904
+1
| +0% | +$101 | 0.01% | 616 |
|
|
2024
Q4 | $279K | Sell |
2,903
-331
| -10% | -$31.8K | 0.01% | 555 |
|
|
2024
Q3 | $330K | Sell |
3,234
-70
| -2% | -$7.14K | 0.01% | 444 |
|
|
2024
Q2 | $290K | Buy |
3,304
+873
| +36% | +$76.7K | 0.01% | 421 |
|
|
2024
Q1 | $205K | Buy |
+2,431
| New | +$205K | 0.01% | 369 |
|