Avantax Advisory Services’s iShares US Utilities ETF IDU Stock Holding History

Avantax Advisory Services’s Portfolio IDU Stock Details IDU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.3M	Buy
2025 Q1	$1.75M	Buy
2022 Q1	–	Sell
2021 Q4	$384K	Sell
2021 Q3	$415K	Buy
2021 Q2	$412K	Buy
2021 Q1	$382K	Sell
2020 Q4	$411K	Sell
2020 Q3	$1.03M	Buy
2020 Q2	$580K	Sell
2020 Q1	$576K	Buy