Sunbelt Securities’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
Q2 | $870K | Buy |
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|
2025
Q1 | $809K | Sell |
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|
2024
Q4 | $870K | Buy |
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|
2024
Q3 | $921K | Buy |
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|
2024
Q2 | $287K | Buy |
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|
2024
Q1 | $137K | Sell |
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|
2023
Q4 | $184K | Buy |
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|
2023
Q3 | $169K | Hold |
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|
2023
Q2 | $188K | Hold |
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|
2023
Q1 | $190K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $255K | Sell |
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|
2022
Q2 | $731K | Buy |
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|
2022
Q1 | $241K | Sell |
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|
2021
Q4 | $228K | Buy |
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