Wealth Management Associates’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 | $859K | Buy |
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|
2025
Q2 | $760K | Buy |
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|
2025
Q1 | $695K | Buy |
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|
2024
Q4 | $600K | Buy |
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|
2024
Q3 | $612K | Buy |
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|
2024
Q2 | $515K | Hold |
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|
2024
Q1 | $515K | Buy |
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|
2023
Q4 | $463K | Sell |
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|
2023
Q3 | $431K | Buy |
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|
2023
Q2 | $478K | Sell |
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|
2023
Q1 | $495K | Buy |
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|
2022
Q4 | $504K | Buy |
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|
2022
Q3 | $458K | Buy |
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|
2022
Q2 | $474K | Buy |
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|
2022
Q1 | $479K | Buy |
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|
2021
Q4 | $414K | Buy |
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|
2021
Q3 | $327K | Buy |
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|
2021
Q2 | $223K | Buy |
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