IWA
IBEX Wealth Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $899K | Sell |
17,169
-18,684
| -52% | -$978K | 0.1% | 113 |
|
|
2025
Q1 | $1.79M | Buy |
+35,853
| New | +$1.79M | 0.24% | 81 |
|
|
2021
Q4 | – | Sell |
-2,157
| Closed | -$81K | – | 441 |
|
|
2021
Q3 | $81K | Buy |
+2,157
| New | +$81K | 0.02% | 238 |
|
|
2018
Q3 | – | Sell |
-11,283
| Closed | -$304K | – | 103 |
|
|
2018
Q2 | $304K | Hold |
11,283
| – | – | 0.12% | 86 |
|
|
2018
Q1 | $304K | Buy |
+11,283
| New | +$304K | 0.12% | 84 |
|
|
2017
Q1 | – | Sell |
-1,198
| Closed | -$28K | – | 399 |
|
|
2016
Q4 | $28K | Buy |
+1,198
| New | +$28K | 0.01% | 204 |
|