WA
Wealthstar Advisors’s iShares US Utilities ETF IDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.3M | Buy |
22,040
+3,336
| +18% | +$349K | 0.87% | 18 |
|
|
2025
Q1 | $1.9M | Buy |
18,704
+1,402
| +8% | +$142K | 0.87% | 27 |
|
|
2024
Q4 | $1.66M | Buy |
+17,302
| New | +$1.66M | 0.72% | 29 |
|
|
2021
Q3 | – | Sell |
-3,656
| Closed | -$289K | – | 104 |
|
|
2021
Q2 | $289K | Buy |
+3,656
| New | +$289K | 0.09% | 77 |
|
|
2019
Q2 | – | Sell |
-1,857
| Closed | -$274K | – | 68 |
|
|
2019
Q1 | $274K | Hold |
1,857
| – | – | 0.17% | 42 |
|
|
2018
Q4 | $248K | Hold |
1,857
| – | – | 0.19% | 42 |
|
|
2018
Q3 | $248K | Hold |
1,857
| – | – | 0.15% | 49 |
|
|
2018
Q2 | $251K | Hold |
1,857
| – | – | 0.08% | 49 |
|
|
2018
Q1 | $237K | Buy |
+1,857
| New | +$237K | 0.07% | 41 |
|