VA
Valmark Advisers’s iShares US Utilities ETF IDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Buy |
+1,953
| New | +$204K | ﹤0.01% | 630 |
|
|
2025
Q1 | – | Sell |
-2,374
| Closed | -$228K | – | 611 |
|
|
2024
Q4 | $228K | Buy |
2,374
+11
| +0.5% | +$1.06K | ﹤0.01% | 564 |
|
|
2024
Q3 | $241K | Buy |
2,363
+10
| +0.4% | +$1.02K | ﹤0.01% | 543 |
|
|
2024
Q2 | $207K | Buy |
+2,353
| New | +$207K | ﹤0.01% | 543 |
|
|
2022
Q4 | – | Sell |
-29,528
| Closed | -$2.4M | – | 451 |
|
|
2022
Q3 | $2.4M | Buy |
29,528
+15,160
| +106% | +$1.23M | 0.05% | 111 |
|
|
2022
Q2 | $1.23M | Buy |
14,368
+7,894
| +122% | +$676K | 0.02% | 171 |
|
|
2022
Q1 | $589K | Buy |
+6,474
| New | +$589K | 0.01% | 281 |
|