U.S. Capital Wealth Advisors’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 | $872K | Sell |
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|
2025
Q2 | $830K | Hold |
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|
2025
Q1 | $805K | Hold |
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|
2024
Q4 | $764K | Buy |
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|
2024
Q3 | $269K | Hold |
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|
2024
Q2 | $232K | Hold |
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|
2024
Q1 | $223K | Hold |
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|
2023
Q4 | $211K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $216K | Hold |
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|
2023
Q1 | $221K | Hold |
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|
2022
Q4 | $228K | Hold |
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|
2022
Q3 | $214K | Hold |
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|
2022
Q2 | $226K | Buy |
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