Smartleaf Asset Management’s iShares US Utilities ETF IDU Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,419
Closed -$303K 2944
2024
Q2
$303K Buy
3,419
+510
+18% +$45.3K 0.05% 309
2024
Q1
$244K Buy
+2,909
New +$244K 0.05% 316