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IAMS WEALTH MANAGEMENT, LLC → SCI

IAMS WEALTH MANAGEMENT, LLC SCI Position History

Service Corporation International • Consumer Defensive

Quarters held
4
Latest value
$1.2M
Q3 2026
Peak value
$1.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1M
Q1 2026$1.1M
Q2 2026$1.1M
Q3 2026$1.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.2M15.3K——
Q2 2026$1.1M14.9K——
Q1 2026$1.1M13.6K——
Q4 2025$1M13.2K——

Other funds holding SCI

Other IAMS WEALTH MANAGEMENT, LLC positions

QQQ

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QQQ

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$15M
QQQ

INVESCO QQQ TR

$14.6M
SPY

SPDR S&P 500 ETF TR

$12.8M
SPY

STATE STR SPDR S&P 500 ETF T

$12.1M
SPY

STATE STR SPDR S&P 500 ETF T

$11.9M
SPY

STATE STR SPDR S&P 500 ETF T

$11.5M