Iams Wealth Management’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$288K	Sell	3,525 -108	-3%	-$8.82K	0.13%	143
2025 Q1	$286K	Buy	3,633 +124	+4%	+$9.78K	0.13%	140
2024 Q4	$266K	Buy	3,509 +477	+16%	+$36.1K	0.12%	142
2024 Q3	$245K	Buy	+3,032	New	+$245K	0.12%	136