MAI Capital 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
2025
Q2
$36.5K Hold
349
﹤0.01% 1921
2025
Q1
$35.4K Sell
349
-1,653
-83% -$168K ﹤0.01% 1813
2024
Q4
$193K Sell
2,002
-317
-14% -$30.5K ﹤0.01% 1104
2024
Q3
$237K Hold
2,319
﹤0.01% 921
2024
Q2
$204K Buy
+2,319
New +$204K ﹤0.01% 1108