YCG
Yeomans Consulting Group’s iShares US Utilities ETF IDU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
+9,616
| New | +$1.01M | 0.42% | 38 |
|
|
2025
Q1 | – | Sell |
-8,642
| Closed | -$831K | – | 82 |
|
|
2024
Q4 | $831K | Buy |
8,642
+2,412
| +39% | +$232K | 0.31% | 38 |
|
|
2024
Q3 | $636K | Buy |
6,230
+3,953
| +174% | +$403K | 0.24% | 39 |
|
|
2024
Q2 | $200K | Buy |
+2,277
| New | +$200K | 0.08% | 88 |
|