Waverly Advisors’s iShares US Utilities ETF IDU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Buy |
19,007
+3
| +0% | +$314 | 0.02% | 491 |
|
|
2025
Q1 | $1.93M | Buy |
19,004
+3
| +0% | +$304 | 0.02% | 484 |
|
|
2024
Q4 | $1.83M | Buy |
19,001
+13
| +0.1% | +$1.25K | 0.03% | 403 |
|
|
2024
Q3 | $1.94M | Sell |
18,988
-1,648
| -8% | -$168K | 0.04% | 335 |
|
|
2024
Q2 | $1.81M | Buy |
+20,636
| New | +$1.81M | 0.04% | 330 |
|