Atria Wealth Solutions’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
$572K Sell
2025
Q1
$699K Sell
2024
Q4
$1.1M Sell
2024
Q3
$1.42M Buy
2024
Q2
$1.11M Sell
2024
Q1
$1.52M Sell
2023
Q4
$1.54M Sell
2023
Q3
$1.54M Sell
2023
Q2
$1.83M Buy
2023
Q1
$1.81M Buy
2022
Q4
$1.8M Buy
2022
Q3
$1.58M Buy
2022
Q2
$1.62M Buy
2022
Q1
$1.14M Buy