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Vertex Planning Partners’s iShares US Utilities ETF IDU Stock Holding History

Vertex Planning Partners’s Portfolio IDU Stock Details IDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$218K Sell
2,081
-295
-12% -$30.8K 0.05% 176
2025
Q1 		$241K Buy
2,376
+5
+0.2% +$507 0.05% 164
2024
Q4 		$228K Buy
2,371
+306
+15% +$29.4K 0.05% 171
2024
Q3 		$211K Buy
+2,065
New +$211K 0.05% 157