MGB Wealth Management’s iShares US Utilities ETF IDU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$72.2K Hold
2025
Q1
$70K Hold
2024
Q4
$66.4K Hold
2024
Q3
$70.4K Hold
2024
Q2
$63.1K Hold
2024
Q1
$58.3K Sell
2023
Q4
$95.6K Buy