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Concurrent Investment Advisors’s iShares US Utilities ETF IDU Stock Holding History

Concurrent Investment Advisors’s Portfolio IDU Stock Details IDU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-50,212
Closed -$4.83M – 1220
2024
Q4 		$4.83M Buy
50,212
+3,556
+8% +$342K 0.13% 161
2024
Q3 		$4.76M Buy
46,656
+579
+1% +$59.1K 0.14% 153
2024
Q2 		$4.05M Buy
+46,077
New +$4.05M 0.13% 155