MWM
MinichMacGregor Wealth Management’s iShares US Financials ETF IYF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.9M | Sell |
115,018
-71,814
| -38% | -$8.69M | 2.98% | 8 |
|
|
2025
Q1 | $21.1M | Buy |
186,832
+5,827
| +3% | +$658K | 4.72% | 2 |
|
|
2024
Q4 | $20M | Buy |
181,005
+87,248
| +93% | +$9.65M | 4.16% | 3 |
|
|
2024
Q3 | $9.74M | Buy |
+93,757
| New | +$9.74M | 2.09% | 15 |
|
|
2018
Q4 | – | Sell |
-256
| Closed | -$31K | – | 299 |
|
|
2018
Q3 | $31K | Hold |
256
| – | – | 0.02% | 165 |
|
|
2018
Q2 | $30K | Hold |
256
| – | – | 0.02% | 166 |
|
|
2018
Q1 | $30K | Hold |
256
| – | – | 0.02% | 154 |
|
|
2017
Q4 | $30K | Hold |
256
| – | – | 0.02% | 151 |
|
|
2017
Q3 | $28K | Hold |
256
| – | – | 0.02% | 152 |
|
|
2017
Q2 | $27K | Hold |
256
| – | – | 0.02% | 150 |
|
|
2017
Q1 | $26K | Buy |
256
+150
| +142% | +$15.2K | 0.02% | 153 |
|
|
2016
Q4 | $10K | Hold |
106
| – | – | 0.01% | 260 |
|
|
2016
Q3 | $9K | Hold |
106
| – | – | 0.01% | 280 |
|
|
2016
Q2 | $9K | Hold |
106
| – | – | 0.01% | 270 |
|
|
2016
Q1 | $8K | Buy |
+106
| New | +$8K | 0.01% | 275 |
|