New Wave Wealth Advisors’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
Q1
Sell
-1,214
Closed -$117K 379
2024
Q4
$117K Buy
+1,214
New +$117K 0.05% 177