EP Wealth Advisors’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 | $522K | Sell |
4,996
-355
| -7% | -$37.1K | ﹤0.01% | 767 |
|
|
2025
Q1 | $543K | Sell |
5,351
-100
| -2% | -$10.1K | ﹤0.01% | 677 |
|
|
2024
Q4 | $524K | Buy |
5,451
+667
| +14% | +$64.2K | ﹤0.01% | 679 |
|
|
2024
Q3 | $488K | Buy |
4,784
+323
| +7% | +$33K | ﹤0.01% | 704 |
|
|
2024
Q2 | $392K | Buy |
+4,461
| New | +$392K | ﹤0.01% | 590 |
|