Choate Investment Advisors’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 Q3	–	Sell	-670	Closed	-$70.1K	–	453
2025 Q2	$70.1K	Buy	+670	New	+$68.6K	﹤0.01%	432
2023 Q4	–	Sell	-670	Closed	-$49.3K	–	404
2023 Q3	$49.3K	Hold	670	–	–	﹤0.01%	401
2023 Q2	$54.8K	Hold	670	–	–	﹤0.01%	319
2023 Q1	$56.1K	Hold	670	–	–	﹤0.01%	293
2022 Q4	$58K	Hold	670	–	–	﹤0.01%	300
2022 Q3	$54K	Hold	670	–	–	﹤0.01%	265
2022 Q2	$57K	Hold	670	–	–	﹤0.01%	285
2022 Q1	$61K	Hold	670	–	–	﹤0.01%	323
2021 Q4	$59K	Hold	670	–	–	﹤0.01%	310
2021 Q3	$53K	Hold	670	–	–	﹤0.01%	281
2021 Q2	$53K	Hold	670	–	–	﹤0.01%	295
2021 Q1	$53K	Hold	670	–	–	﹤0.01%	277
2020 Q4	$52K	Hold	670	–	–	﹤0.01%	263
2020 Q3	$49K	Buy	+670	New	+$49.1K	﹤0.01%	259
2015 Q1	–	Sell	-670	Closed	-$39.6K	–	265
2014 Q4	$39.6K	Buy	+670	New	+$38K	﹤0.01%	259
2014 Q3	–	Sell	-670	Closed	-$37.3K	–	280
2014 Q2	$37.3K	Hold	670	–	–	﹤0.01%	276
2014 Q1	$34.9K	Buy	+670	New	+$33.2K	﹤0.01%	274