Sunbelt Securities’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 | $870K | Buy |
9,038
+1,063
| +13% | +$102K | 0.08% | 224 |
|
|
2025
Q1 | $809K | Sell |
7,975
-1,063
| -12% | -$108K | 0.07% | 227 |
|
|
2024
Q4 | $870K | Buy |
9,038
+12
| +0.1% | +$1.16K | 0.08% | 226 |
|
|
2024
Q3 | $921K | Buy |
9,026
+5,757
| +176% | +$587K | 0.09% | 219 |
|
|
2024
Q2 | $287K | Buy |
3,269
+1,650
| +102% | +$145K | 0.03% | 465 |
|
|
2024
Q1 | $137K | Sell |
1,619
-681
| -30% | -$57.6K | 0.02% | 643 |
|
|
2023
Q4 | $184K | Buy |
2,300
+6
| +0.3% | +$480 | 0.02% | 513 |
|
|
2023
Q3 | $169K | Hold |
2,294
| – | – | 0.02% | 525 |
|
|
2023
Q2 | $188K | Hold |
2,294
| – | – | 0.03% | 477 |
|
|
2023
Q1 | $190K | Buy |
+2,294
| New | +$190K | 0.03% | 447 |
|
|
2022
Q4 | – | Sell |
-3,145
| Closed | -$255K | – | 461 |
|
|
2022
Q3 | $255K | Sell |
3,145
-5,393
| -63% | -$437K | 0.05% | 363 |
|
|
2022
Q2 | $731K | Buy |
8,538
+5,891
| +223% | +$504K | 0.15% | 171 |
|
|
2022
Q1 | $241K | Sell |
2,647
-68
| -3% | -$6.19K | 0.04% | 402 |
|
|
2021
Q4 | $228K | Buy |
+2,715
| New | +$228K | 0.04% | 422 |
|