IWA
IBEX Wealth Advisors’s Industrial Select Sector SPDR Fund XLI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Buy |
12,792
+1,297
| +11% | +$191K | 0.2% | 81 |
|
|
2025
Q1 | $1.51M | Sell |
11,495
-543
| -5% | -$71.2K | 0.2% | 89 |
|
|
2024
Q4 | $1.59M | Buy |
+12,038
| New | +$1.59M | 0.19% | 92 |
|
|
2023
Q1 | – | Sell |
-21,417
| Closed | -$2.1M | – | 184 |
|
|
2022
Q4 | $2.1M | Sell |
21,417
-87
| -0.4% | -$8.54K | 0.48% | 66 |
|
|
2022
Q3 | $1.78M | Buy |
21,504
+9
| +0% | +$745 | 0.46% | 72 |
|
|
2022
Q2 | $1.88M | Buy |
21,495
+8
| +0% | +$699 | 0.43% | 82 |
|
|
2022
Q1 | $2.21M | Buy |
21,487
+52
| +0.2% | +$5.36K | 0.42% | 80 |
|
|
2021
Q4 | $2.27M | Sell |
21,435
-40
| -0.2% | -$4.23K | 0.4% | 83 |
|
|
2021
Q3 | $2.1M | Sell |
21,475
-420
| -2% | -$41.1K | 0.4% | 83 |
|
|
2021
Q2 | $2.24M | Buy |
21,895
+251
| +1% | +$25.7K | 0.45% | 81 |
|
|
2021
Q1 | $2.13M | Buy |
21,644
+3,800
| +21% | +$374K | 0.53% | 74 |
|
|
2020
Q4 | $1.58M | Buy |
+17,844
| New | +$1.58M | 0.41% | 79 |
|