Second Half Financial Partners’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	-73,280	Closed	-$7.05M	–	90
2024 Q4	$7.05M	Buy	73,280 +10,569	+17%	+$1.02M	3.44%	9
2024 Q3	$6.4M	Buy	+62,711	New	+$6.4M	3.39%	6