Balboa Wealth Partners’s iShares US Utilities ETF IDU Stock Holding History

Balboa Wealth Partners’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 Q3	$2.85M	Buy
2025 Q1	–	Sell
2024 Q4	$2.24M	Sell
2024 Q3	$3.1M	Sell
2024 Q2	$2.68M	Buy