MWM
MinichMacGregor Wealth Management’s iShares US Regional Banks ETF IAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-146,327
| Closed | -$6.82M | – | 134 |
|
|
2025
Q1 | $6.82M | Buy |
146,327
+6,837
| +5% | +$319K | 1.53% | 26 |
|
|
2024
Q4 | $7.02M | Buy |
+139,490
| New | +$7.02M | 1.46% | 33 |
|
|
2023
Q1 | – | Sell |
-5
| Closed | -$238 | – | 325 |
|
|
2022
Q4 | $238 | Buy |
+5
| New | +$238 | ﹤0.01% | 693 |
|
|
2022
Q2 | – | Sell |
-170,987
| Closed | -$10.1M | – | 84 |
|
|
2022
Q1 | $10.1M | Sell |
170,987
-6,108
| -3% | -$360K | 3.22% | 7 |
|
|
2021
Q4 | $10.9M | Buy |
177,095
+4,318
| +2% | +$267K | 3.33% | 11 |
|
|
2021
Q3 | $10.5M | Buy |
172,777
+367
| +0.2% | +$22.2K | 3.52% | 8 |
|
|
2021
Q2 | $9.92M | Buy |
172,410
+6,724
| +4% | +$387K | 3.48% | 12 |
|
|
2021
Q1 | $9.39M | Buy |
+165,686
| New | +$9.39M | 3.51% | 11 |
|
|
2018
Q4 | – | Sell |
-119,254
| Closed | -$5.82M | – | 272 |
|
|
2018
Q3 | $5.82M | Buy |
119,254
+12,510
| +12% | +$610K | 3.84% | 10 |
|
|
2018
Q2 | $5.29M | Buy |
106,744
+4,265
| +4% | +$212K | 3.77% | 10 |
|
|
2018
Q1 | $5.16M | Buy |
102,479
+1,059
| +1% | +$53.3K | 4.02% | 8 |
|
|
2017
Q4 | $5M | Buy |
101,420
+25,822
| +34% | +$1.27M | 3.9% | 10 |
|
|
2017
Q3 | $3.57M | Buy |
75,598
+3,973
| +6% | +$188K | 2.96% | 13 |
|
|
2017
Q2 | $3.26M | Buy |
71,625
+3,309
| +5% | +$151K | 2.83% | 14 |
|
|
2017
Q1 | $3.06M | Buy |
68,316
+853
| +1% | +$38.2K | 2.76% | 14 |
|
|
2016
Q4 | $3.06M | Buy |
+67,463
| New | +$3.06M | 2.86% | 13 |
|