CIBC Private Wealth Group’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
$398K Sell
2025
Q1
$395K Hold
2024
Q4
$407K Buy
2024
Q3
$372K Hold
2024
Q2
$322K Sell
2024
Q1
$314K Sell
2023
Q4
$302K Buy
2023
Q3
$276K Buy
2018
Q3
Sell
2018
Q2
$7K Sell
2018
Q1
$25K Hold
2017
Q4
$27K Buy