Iams Wealth Management’s State Street US Sector Rotation ETF XLSR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$331K	Sell	5,097 -19,597	-79%	-$1.25M	0.1%	159
2026 Q1	$1.43M	Sell	24,694 -414	-2%	-$25.2K	0.5%	61
2025 Q4	$1.56M	Sell	25,108 -3,622	-13%	-$222K	0.56%	59
2025 Q3	$1.71M	Sell	28,730 -1,328	-4%	-$75.7K	0.69%	48
2025 Q2	$1.65M	Buy	30,058 +994	+3%	+$50.8K	0.76%	44
2025 Q1	$1.48M	Buy	29,064 +851	+3%	+$45.6K	0.68%	51
2024 Q4	$1.51M	Buy	28,213 +2,350	+9%	+$126K	0.69%	47
2024 Q3	$1.34M	Buy	25,863 +7,357	+40%	+$372K	0.66%	49
2024 Q2	$942K	Buy	18,506 +9,906	+115%	+$489K	0.52%	64
2024 Q1	$415K	Buy	+8,600	New	+$409K	0.25%	87

Other funds holding XLSR

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LWMI

Landmark Wealth Management (Illinois) Normal, Illinois $302M AUM 16.89% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

HWP

Hibernia Wealth Partners Baton Rouge, Louisiana $185M AUM 13.27% 1-Year Est. Return

Iams Wealth Management's XLSR Position: Q2 2026 in Review

Iams Wealth Management reduced its State Street US Sector Rotation ETF (XLSR) stake by 79% in Q2 2026, selling an estimated $1.25M and leaving 5,097 shares worth $331K. The position accounts for 0.1% of the portfolio, ranked #159.

Iams Wealth Management first reported a position in XLSR in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.71M in Q3 2025. 141 funds tracked by Wall St. Rank hold XLSR as of Q2 2026.

Iams Wealth Management held 5,097 shares of State Street US Sector Rotation ETF worth $331K as of Q2 2026.
Iams Wealth Management sold 19,597 State Street US Sector Rotation ETF shares in Q2 2026, an estimated $1.25M.
State Street US Sector Rotation ETF made up 0.1% of Iams Wealth Management's portfolio in Q2 2026, its #159 holding.
Iams Wealth Management first reported a position in State Street US Sector Rotation ETF in Q1 2024 and has held it in 10 quarters since.
Iams Wealth Management's State Street US Sector Rotation ETF position peaked at $1.71M in Q3 2025.
141 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.