Synergy Investment Management’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 Q2	–	Sell	-206	Closed	-$20.9K	–	300
2025 Q1	$20.9K	Sell	206 -1	-0.5%	-$102	0.01%	309
2024 Q4	$19.9K	Buy	+207	New	+$19.9K	0.01%	321