Institute for Wealth 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
2020 Q1	–	Sell	-1,260	Closed	-$102K	–	499
2019 Q4	$102K	Buy	+1,260	New	+$102K	0.02%	473
2013 Q4	–	Sell	-101,656	Closed	-$4.77M	–	74
2013 Q3	$4.77M	Buy	101,656 +40,768	+67%	+$1.91M	3.28%	15
2013 Q2	$2.88M	Buy	+60,888	New	+$2.88M	2.31%	17