Compass Financial Services’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
Q2
$19.8K Buy
189
+1
+0.5% +$105 0.01% 154
2025
Q1
$19.1K Buy
188
+1
+0.5% +$102 0.01% 142
2024
Q4
$18K Buy
+187
New +$18K 0.01% 108