The Family Firm’s iShares US Utilities ETF IDU Stock Holding History

The Family Firm’s Portfolio IDU Stock Details IDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.34M	Buy	22,364 +116	+0.5%	+$12.1K	0.56%	43
2025 Q1	$2.26M	Sell	22,248 -535	-2%	-$54.3K	0.5%	44
2024 Q4	$2.19M	Sell	22,783 -174	-0.8%	-$16.7K	0.49%	45
2024 Q3	$2.34M	Sell	22,957 -108	-0.5%	-$11K	0.51%	44
2024 Q2	$2.03M	Sell	23,065 -782	-3%	-$68.7K	0.45%	45
2024 Q1	$2.02M	Sell	23,847 -152	-0.6%	-$12.8K	0.49%	44
2023 Q4	$1.92M	Buy	23,999 +374	+2%	+$29.9K	0.49%	44
2023 Q3	$1.74M	Buy	23,625 +623	+3%	+$45.8K	0.49%	46
2023 Q2	$1.88M	Buy	23,002 +478	+2%	+$39.1K	0.5%	46
2023 Q1	$1.89M	Buy	22,524 +779	+4%	+$65.2K	0.52%	44
2022 Q4	$1.88M	Buy	21,745 +286	+1%	+$24.8K	0.55%	42
2022 Q3	$1.74M	Sell	21,459 -342	-2%	-$27.7K	0.56%	39
2022 Q2	$1.87M	Buy	21,801 +111	+0.5%	+$9.5K	0.55%	40
2022 Q1	$1.97M	Sell	21,690 -652	-3%	-$59.3K	0.52%	41
2021 Q4	$1.98M	Buy	22,342 +118	+0.5%	+$10.4K	0.51%	43
2021 Q3	$1.85M	Sell	22,224 -554	-2%	-$46K	0.49%	42
2021 Q2	$1.79M	Buy	22,778 +247	+1%	+$19.4K	0.49%	43
2021 Q1	$1.79M	Buy	22,531 +477	+2%	+$38K	0.52%	42
2020 Q4	$1.72M	Sell	22,054 -1,452	-6%	-$113K	0.51%	42
2020 Q3	$1.72M	Buy	23,506 +1,212	+5%	+$88.5K	0.61%	37
2020 Q2	$1.56M	Sell	22,294 -500	-2%	-$35.1K	0.59%	37
2020 Q1	$1.57M	Sell	22,794 -2,008	-8%	-$139K	0.67%	33
2019 Q4	$2.01M	Sell	24,802 -436	-2%	-$35.3K	0.68%	33
2019 Q3	$2.06M	Sell	25,238 -760	-3%	-$61.9K	0.73%	30
2019 Q2	$1.96M	Sell	25,998 -420	-2%	-$31.7K	0.69%	32
2019 Q1	$1.95M	Sell	26,418 -1,320	-5%	-$97.2K	0.71%	30
2018 Q4	$1.86M	Sell	27,738 -1,260	-4%	-$84.5K	0.74%	29
2018 Q3	$1.95M	Sell	28,998 -1,096	-4%	-$73.5K	0.7%	34
2018 Q2	$1.99M	Buy	30,094 +3,734	+14%	+$246K	0.75%	30
2018 Q1	$1.68M	Buy	26,360 +9,394	+55%	+$599K	0.65%	34
2017 Q4	$1.13M	Buy	16,966 +1,876	+12%	+$125K	0.45%	45
2017 Q3	$1M	Sell	15,090 -508	-3%	-$33.8K	0.42%	44
2017 Q2	$1.01M	Sell	15,598 -2,846	-15%	-$185K	0.45%	43
2017 Q1	$1.18M	Buy	18,444 +100	+0.5%	+$6.42K	0.56%	40
2016 Q4	$1.12M	Sell	18,344 -472	-3%	-$28.7K	0.53%	42
2016 Q3	$1.15M	Sell	18,816 -1,710	-8%	-$105K	0.55%	40
2016 Q2	$1.35M	Sell	20,526 -1,086	-5%	-$71.3K	0.67%	33
2016 Q1	$1.34M	Buy	21,612 +350	+2%	+$21.6K	0.68%	30
2015 Q4	$1.15M	Buy	21,262 +120	+0.6%	+$6.47K	0.61%	37
2015 Q3	$1.15M	Sell	21,142 -316	-1%	-$17.2K	0.62%	34
2015 Q2	$1.11M	Buy	21,458 +114	+0.5%	+$5.91K	0.57%	33
2015 Q1	$1.19M	Sell	21,344 -1,460	-6%	-$81.6K	0.61%	32
2014 Q4	$1.35M	Buy	+22,804	New	+$1.35M	0.7%	31