Weaver Consulting Group’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
Q2 | $273K | Hold |
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|
2025
Q1 | $265K | Hold |
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|
2024
Q4 | $251K | Sell |
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|
2024
Q3 | $307K | Hold |
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|
2024
Q2 | $264K | Hold |
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|
2024
Q1 | $254K | Hold |
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|
2023
Q4 | $240K | Sell |
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|
2023
Q3 | $231K | Buy |
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|
2023
Q2 | $254K | Sell |
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|
2023
Q1 | $304K | Buy |
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|
2022
Q4 | $303K | Buy |
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|
2022
Q3 | $274K | Sell |
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|
2022
Q2 | $318K | Sell |
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|
2022
Q1 | $370K | Hold |
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|
2021
Q4 | $359K | Hold |
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|
2021
Q3 | $321K | Sell |
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|
2021
Q2 | $331K | Sell |
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|
2021
Q1 | $364K | Sell |
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|
2020
Q4 | $428K | Sell |
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|
2020
Q3 | $473K | Sell |
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|
2020
Q2 | $472K | Sell |
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|
2020
Q1 | $507K | Sell |
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|
2019
Q4 | $697K | Sell |
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|
2019
Q3 | $780K | Sell |
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|
2019
Q2 | $1.2M | Buy |
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|
2019
Q1 | $1.19M | Buy |
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