OneDigital Investment 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 Q2	–	Sell	-2,042	Closed	-$207K	–	1480
2025 Q1	$207K	Sell	2,042 -1,225	-37%	-$124K	﹤0.01%	1311
2024 Q4	$314K	Sell	3,267 -3,012	-48%	-$290K	﹤0.01%	1111
2024 Q3	$641K	Buy	+6,279	New	+$641K	0.01%	835