KWS
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Keystone Wealth Services’s iShares US Utilities ETF IDU Stock Holding History

Keystone Wealth Services’s Portfolio IDU Stock Details IDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$222K Hold
2,120
– – 0.05% 260
2025
Q1 		$215K Hold
2,120
– – 0.06% 253
2024
Q4 		$204K Hold
2,120
– – 0.05% 249
2024
Q3 		$216K Buy
+2,120
New +$216K 0.06% 240