Iams Wealth Management’s Industrial Select Sector SPDR Fund XLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$492K	Buy
2025 Q2	$463K	Sell
2025 Q1	$417K	Buy
2024 Q4	$397K	Buy
2024 Q3	$371K	Buy
2024 Q2	$267K	Buy
2024 Q1	$249K	Buy