Balboa Wealth Partners’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 Q1	–	Sell	-23,266	Closed	-$2.24M	–	349
2024 Q4	$2.24M	Sell	23,266 -7,161	-24%	-$689K	0.51%	38
2024 Q3	$3.1M	Sell	30,427 -34	-0.1%	-$3.47K	0.77%	20
2024 Q2	$2.68M	Buy	+30,461	New	+$2.68M	0.71%	23