Focus Financial Network’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
$299K Buy
2,858
+3
+0.1% +$314 0.01% 570
2025
Q1
$290K Sell
2,855
-17
-0.6% -$1.72K 0.01% 563
2024
Q4
$276K Buy
2,872
+3
+0.1% +$289 0.01% 574
2024
Q3
$293K Buy
2,869
+9
+0.3% +$918 0.01% 550
2024
Q2
$259K Sell
2,860
-24
-0.8% -$2.18K 0.01% 568
2024
Q1
$239K Buy
2,884
+6
+0.2% +$496 0.01% 554
2023
Q4
$230K Buy
2,878
+23
+0.8% +$1.84K 0.01% 645
2023
Q3
$212K Sell
2,855
-25
-0.9% -$1.86K 0.01% 547
2023
Q2
$235K Sell
2,880
-9
-0.3% -$736 0.01% 524
2023
Q1
$242K Buy
2,889
+9
+0.3% +$753 0.02% 492
2022
Q4
$249K Buy
2,880
+15
+0.5% +$1.3K 0.02% 406
2022
Q3
$232K Hold
2,865
0.02% 421
2022
Q2
$245K Buy
2,865
+7
+0.2% +$599 0.02% 430
2022
Q1
$260K Buy
+2,858
New +$260K 0.02% 432