Wealth Management Associates’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 | $760K | Buy |
7,269
+418
| +6% | +$43.7K | 0.3% | 68 |
|
|
2025
Q1 | $695K | Buy |
6,851
+614
| +10% | +$62.3K | 0.3% | 67 |
|
|
2024
Q4 | $600K | Buy |
6,237
+236
| +4% | +$22.7K | 0.26% | 76 |
|
|
2024
Q3 | $612K | Buy |
6,001
+140
| +2% | +$14.3K | 0.27% | 77 |
|
|
2024
Q2 | $515K | Hold |
5,861
| – | – | 0.24% | 84 |
|
|
2024
Q1 | $515K | Buy |
5,861
+73
| +1% | +$6.42K | 0.24% | 84 |
|
|
2023
Q4 | $463K | Sell |
5,788
-71
| -1% | -$5.68K | 0.24% | 86 |
|
|
2023
Q3 | $431K | Buy |
5,859
+7
| +0.1% | +$515 | 0.25% | 86 |
|
|
2023
Q2 | $478K | Sell |
5,852
-60
| -1% | -$4.91K | 0.27% | 78 |
|
|
2023
Q1 | $495K | Buy |
5,912
+83
| +1% | +$6.95K | 0.31% | 77 |
|
|
2022
Q4 | $504K | Buy |
5,829
+188
| +3% | +$16.3K | 0.34% | 68 |
|
|
2022
Q3 | $458K | Buy |
5,641
+108
| +2% | +$8.76K | 0.32% | 83 |
|
|
2022
Q2 | $474K | Buy |
5,533
+266
| +5% | +$22.8K | 0.32% | 77 |
|
|
2022
Q1 | $479K | Buy |
5,267
+584
| +12% | +$53.1K | 0.27% | 93 |
|
|
2021
Q4 | $414K | Buy |
4,683
+537
| +13% | +$47.5K | 0.22% | 121 |
|
|
2021
Q3 | $327K | Buy |
4,146
+1,310
| +46% | +$103K | 0.19% | 127 |
|
|
2021
Q2 | $223K | Buy |
+2,836
| New | +$223K | 0.13% | 182 |
|