MWM
MinichMacGregor Wealth Management’s iShares US Consumer Discretionary ETF IYC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.1M | Buy |
191,409
+20,675
| +12% | +$2.06M | 4.08% | 2 |
|
|
2025
Q1 | $15.1M | Buy |
+170,734
| New | +$15.1M | 3.38% | 7 |
|
|
2023
Q1 | – | Sell |
-54
| Closed | -$3.1K | – | 363 |
|
|
2022
Q4 | $3.1K | Buy |
+54
| New | +$3.1K | ﹤0.01% | 531 |
|
|
2022
Q1 | – | Sell |
-137,086
| Closed | -$11.5M | – | 95 |
|
|
2021
Q4 | $11.5M | Buy |
137,086
+308
| +0.2% | +$25.9K | 3.5% | 7 |
|
|
2021
Q3 | $10.6M | Sell |
136,778
-251
| -0.2% | -$19.4K | 3.56% | 7 |
|
|
2021
Q2 | $10.6M | Buy |
137,029
+3,948
| +3% | +$306K | 3.73% | 8 |
|
|
2021
Q1 | $9.96M | Buy |
133,081
+2,654
| +2% | +$199K | 3.72% | 10 |
|
|
2020
Q4 | $9.2M | Buy |
130,427
+98,801
| +312% | +$6.97M | 3.75% | 7 |
|
|
2020
Q3 | $7.91M | Buy |
31,626
+13,271
| +72% | +$3.32M | 3.73% | 9 |
|
|
2020
Q2 | $4.02M | Buy |
+18,355
| New | +$4.02M | 2.22% | 14 |
|
|
2020
Q1 | – | Sell |
-34,772
| Closed | -$7.94M | – | 98 |
|
|
2019
Q4 | $7.94M | Buy |
34,772
+1,132
| +3% | +$258K | 4.42% | 6 |
|
|
2019
Q3 | $7.31M | Buy |
33,640
+436
| +1% | +$94.8K | 4.95% | 5 |
|
|
2019
Q2 | $7.29M | Buy |
33,204
+147
| +0.4% | +$32.3K | 5.09% | 7 |
|
|
2019
Q1 | $6.83M | Buy |
+33,057
| New | +$6.83M | 5.13% | 7 |
|
|
2018
Q4 | – | Sell |
-32,084
| Closed | -$6.78M | – | 298 |
|
|
2018
Q3 | $6.78M | Buy |
32,084
+2,795
| +10% | +$590K | 4.47% | 6 |
|
|
2018
Q2 | $5.68M | Buy |
29,289
+1,080
| +4% | +$210K | 4.05% | 7 |
|
|
2018
Q1 | $5.14M | Sell |
28,209
-208
| -0.7% | -$37.9K | 4.01% | 9 |
|
|
2017
Q4 | $5.09M | Buy |
28,417
+881
| +3% | +$158K | 3.98% | 8 |
|
|
2017
Q3 | $4.52M | Buy |
27,536
+1,500
| +6% | +$246K | 3.75% | 10 |
|
|
2017
Q2 | $4.27M | Buy |
26,036
+1,155
| +5% | +$190K | 3.71% | 11 |
|
|
2017
Q1 | $4M | Buy |
24,881
+417
| +2% | +$67.1K | 3.61% | 10 |
|
|
2016
Q4 | $3.69M | Buy |
24,464
+2,559
| +12% | +$386K | 3.46% | 8 |
|
|
2016
Q3 | $3.22M | Buy |
21,905
+1,993
| +10% | +$293K | 3.02% | 10 |
|
|
2016
Q2 | $2.86M | Buy |
19,912
+118
| +0.6% | +$16.9K | 2.69% | 13 |
|
|
2016
Q1 | $2.89M | Buy |
19,794
+10,459
| +112% | +$1.52M | 2.79% | 10 |
|
|
2015
Q4 | $1.35M | Buy |
+9,335
| New | +$1.35M | 1.25% | 17 |
|