Iams Wealth Management’s Shell SHEL Stock Holding History

Iams Wealth Management’s Portfolio SHEL Stock Details SHEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.3M	Sell	24,690 -2,739	-10%	-$221K	0.8%	41
2025 Q4	$2.02M	Sell	27,429 -1,358	-5%	-$100K	0.73%	44
2025 Q3	$2.06M	Sell	28,787 -416	-1%	-$30K	0.83%	39
2025 Q2	$2.06M	Buy	29,203 +325	+1%	+$21.8K	0.94%	30
2025 Q1	$2.12M	Sell	28,878 -1,667	-5%	-$112K	0.97%	35
2024 Q4	$1.91M	Buy	30,545 +5,362	+21%	+$351K	0.87%	37
2024 Q3	$1.66M	Buy	25,183 +647	+3%	+$45.8K	0.82%	41
2024 Q2	$1.77M	Sell	24,536 -1,588	-6%	-$114K	0.97%	32
2024 Q1	$1.63M	Buy	26,124 +1,342	+5%	+$86K	1%	30
2023 Q4	$1.63M	Sell	24,782 -2,721	-10%	-$179K	1.05%	29
2023 Q3	$1.77M	Buy	+27,503	New	+$1.71M	1.23%	21
2023 Q2	–	Sell	-23,719	Closed	-$1.42M	–	210
2023 Q1	$1.36M	Buy	23,719 +8,512	+56%	+$501K	1.13%	24
2022 Q4	$866K	Buy	+15,207	New	+$838K	0.88%	37

Other funds holding SHEL

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return