WAM
Wakefield Asset Management’s iShares US Utilities ETF IDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Sell |
15,168
-2,254
| -13% | -$236K | 0.44% | 67 |
|
|
2025
Q1 | $1.77M | Sell |
17,422
-2,552
| -13% | -$259K | 0.54% | 61 |
|
|
2024
Q4 | $1.92M | Buy |
19,974
+34
| +0.2% | +$3.27K | 0.65% | 48 |
|
|
2024
Q3 | $2.03M | Buy |
19,940
+135
| +0.7% | +$13.8K | 0.66% | 47 |
|
|
2024
Q2 | $1.74M | Sell |
19,805
-4,578
| -19% | -$402K | 0.61% | 54 |
|
|
2024
Q1 | $2.06M | Buy |
24,383
+748
| +3% | +$63.2K | 0.71% | 45 |
|
|
2023
Q4 | $1.89M | Buy |
+23,635
| New | +$1.89M | 0.7% | 45 |
|