REDW Wealth’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
2024
Q4
Sell
-2,234
Closed -$228K 132
2024
Q3
$228K Buy
+2,234
New +$228K 0.06% 153
2022
Q2
Sell
-2,234
Closed -$203K 121
2022
Q1
$203K Buy
+2,234
New +$203K 0.06% 119