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IAM Advisory’s Financial Select Sector SPDR Fund XLF Stock Holding History

IAM Advisory’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.75M Sell
90,721
-2,566
-3% -$134K 1.14% 14
2025
Q1 		$4.65M Buy
+93,287
New +$4.65M 1.21% 15