Financial Advocates Investment Management’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	–	Sell	-9,276	Closed	-$941K	–	676
2025 Q1	$941K	Sell	9,276 -258	-3%	-$26.2K	0.07%	289
2024 Q4	$917K	Buy	+9,534	New	+$917K	0.05%	320
2021 Q1	–	Sell	-16,716	Closed	-$760K	–	754
2020 Q4	$760K	Buy	+16,716	New	+$760K	0.05%	359