MinichMacGregor Wealth Management’s iShares US Financials ETF IYF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$310K	Sell	2,632 -126,524	-98%	-$15.7M	0.05%	98
2025 Q4	$16.7M	Buy	129,156 +10,616	+9%	+$1.33M	3.02%	7
2025 Q3	$15M	Buy	118,540 +3,522	+3%	+$436K	2.93%	7
2025 Q2	$13.9M	Sell	115,018 -71,814	-38%	-$8.09M	2.98%	8
2025 Q1	$21.1M	Buy	186,832 +5,827	+3%	+$667K	4.72%	2
2024 Q4	$20M	Buy	181,005 +87,248	+93%	+$9.72M	4.16%	3
2024 Q3	$9.74M	Buy	+93,757	New	+$9.4M	2.09%	15
2018 Q4	–	Sell	-512	Closed	-$31K	–	298
2018 Q3	$31K	Hold	512	–	–	0.02%	165
2018 Q2	$30K	Hold	512	–	–	0.02%	166
2018 Q1	$30K	Hold	512	–	–	0.02%	154
2017 Q4	$30K	Hold	512	–	–	0.02%	151
2017 Q3	$28K	Hold	512	–	–	0.02%	152
2017 Q2	$27K	Hold	512	–	–	0.02%	150
2017 Q1	$26K	Buy	512 +300	+142%	+$15.7K	0.02%	153
2016 Q4	$10K	Hold	212	–	–	0.01%	260
2016 Q3	$9K	Hold	212	–	–	0.01%	280
2016 Q2	$9K	Hold	212	–	–	0.01%	270
2016 Q1	$8K	Buy	+212	New	+$8.6K	0.01%	275