Arete Wealth Advisors’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
$3.94M Buy
37,698
+212
+0.6% +$22.2K 0.28% 78
2025
Q1
$3.8M Buy
+37,486
New +$3.8M 0.29% 76