Kesler Norman & Wride’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
$362K Buy
+3,458
New +$362K 0.06% 195
2023
Q3
Sell
-2,468
Closed -$202K 164
2023
Q2
$202K Buy
2,468
+17
+0.7% +$1.39K 0.05% 152
2023
Q1
$205K Sell
2,451
-2,909
-54% -$244K 0.05% 150
2022
Q4
$464K Sell
5,360
-35,113
-87% -$3.04M 0.12% 131
2022
Q3
$3.28M Buy
40,473
+6,081
+18% +$493K 0.92% 42
2022
Q2
$2.94M Buy
+34,392
New +$2.94M 0.82% 56