Wealthspire Advisors (New York)’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 | – | Sell |
-3,095
| Closed | -$314K | – | 861 |
|
|
2025
Q1 | $314K | Hold |
3,095
| – | – | ﹤0.01% | 633 |
|
|
2024
Q4 | $298K | Hold |
3,095
| – | – | ﹤0.01% | 645 |
|
|
2024
Q3 | $316K | Hold |
3,095
| – | – | ﹤0.01% | 609 |
|
|
2024
Q2 | $272K | Sell |
3,095
-28
| -0.9% | -$2.46K | ﹤0.01% | 558 |
|
|
2024
Q1 | $264K | Buy |
3,123
+405
| +15% | +$34.2K | ﹤0.01% | 543 |
|
|
2023
Q4 | $217K | Buy |
+2,718
| New | +$217K | ﹤0.01% | 597 |
|
|
2023
Q1 | – | Sell |
-2,471
| Closed | -$214K | – | 560 |
|
|
2022
Q4 | $214K | Hold |
2,471
| – | – | ﹤0.01% | 528 |
|
|
2022
Q3 | $200K | Hold |
2,471
| – | – | ﹤0.01% | 480 |
|
|
2022
Q2 | $212K | Hold |
2,471
| – | – | ﹤0.01% | 462 |
|
|
2022
Q1 | $225K | Buy |
+2,471
| New | +$225K | 0.01% | 397 |
|