CWM
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Congress Wealth Management’s iShares US Utilities ETF IDU Stock Holding History

Congress Wealth Management’s Portfolio IDU Stock Details IDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$349K Buy
3,333
+407
+14% +$42.6K ﹤0.01% 1021
2025
Q1 		$296K Buy
+2,926
New +$296K ﹤0.01% 941