Valmark Advisers’s iShares US Utilities ETF IDU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$204K Buy
2025
Q1
Sell
2024
Q4
$228K Buy
2024
Q3
$241K Buy
2024
Q2
$207K Buy
2022
Q4
Sell
2022
Q3
$2.4M Buy
2022
Q2
$1.23M Buy
2022
Q1
$589K Buy