Wealthspire Advisors (New York)’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 | $205K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $314K | Hold |
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|
2024
Q4 | $298K | Hold |
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|
2024
Q3 | $316K | Hold |
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|
2024
Q2 | $272K | Sell |
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|
2024
Q1 | $264K | Buy |
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|
2023
Q4 | $217K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $214K | Hold |
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|
2022
Q3 | $200K | Hold |
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|
2022
Q2 | $212K | Hold |
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|
2022
Q1 | $225K | Buy |
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