Sharp Financial Services’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
-45,639
Closed -$4.39M 93
2024
Q4
$4.39M Buy
45,639
+1,056
+2% +$102K 3.33% 12
2024
Q3
$4.55M Buy
44,583
+4,600
+12% +$469K 3.51% 11
2024
Q2
$3.51M Buy
+39,983
New +$3.51M 3.01% 13