Pinkerton Retirement Specialists’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	-105,167	Closed	-$10.1M	–	120
2024 Q4	$10.1M	Buy	105,167 +10,146	+11%	+$976K	1.47%	17
2024 Q3	$9.69M	Sell	95,021 -1,594	-2%	-$163K	1.41%	16
2024 Q2	$8.49M	Buy	+96,615	New	+$8.49M	1.31%	16