Heritage Financial Services’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
2022 Q3	–	Sell	-416	Closed	-$35K	–	251
2022 Q2	$35K	Buy	+416	New	+$35K	0.02%	189