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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.9M | Sell |
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|
2025
Q1 | $21.1M | Buy |
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|
2024
Q4 | $20M | Buy |
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|
2024
Q3 | $9.74M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $31K | Hold |
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|
2018
Q2 | $30K | Hold |
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|
2018
Q1 | $30K | Hold |
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|
2017
Q4 | $30K | Hold |
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|
2017
Q3 | $28K | Hold |
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|
2017
Q2 | $27K | Hold |
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|
2017
Q1 | $26K | Buy |
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|
2016
Q4 | $10K | Hold |
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|
2016
Q3 | $9K | Hold |
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|
2016
Q2 | $9K | Hold |
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|
2016
Q1 | $8K | Buy |
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