MWM
MinichMacGregor Wealth Management’s iShares US Industrials ETF IYJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Buy |
70,924
+14,784
| +26% | +$2.1M | 2.16% | 19 |
|
|
2025
Q1 | $7.31M | Sell |
56,140
-9,214
| -14% | -$1.2M | 1.64% | 23 |
|
|
2024
Q4 | $8.73M | Sell |
65,354
-6
| -0% | -$801 | 1.81% | 22 |
|
|
2024
Q3 | $8.74M | Sell |
65,360
-1,488
| -2% | -$199K | 1.87% | 19 |
|
|
2024
Q2 | $7.98M | Sell |
66,848
-1,977
| -3% | -$236K | 1.95% | 18 |
|
|
2024
Q1 | $8.57M | Buy |
68,825
+65,126
| +1,761% | +$8.11M | 2.19% | 14 |
|
|
2023
Q4 | $423K | Sell |
3,699
-105
| -3% | -$12K | 0.12% | 60 |
|
|
2023
Q3 | $384K | Hold |
3,804
| – | – | 0.13% | 63 |
|
|
2023
Q2 | $403K | Buy |
3,804
+15
| +0.4% | +$1.59K | 0.13% | 64 |
|
|
2023
Q1 | $380K | Sell |
3,789
-41
| -1% | -$4.11K | 0.13% | 64 |
|
|
2022
Q4 | $369K | Buy |
3,830
+158
| +4% | +$15.2K | 0.13% | 53 |
|
|
2022
Q3 | $307K | Sell |
3,672
-81,200
| -96% | -$6.79M | 0.12% | 61 |
|
|
2022
Q2 | $7.48M | Buy |
84,872
+2,742
| +3% | +$242K | 3.08% | 11 |
|
|
2022
Q1 | $8.66M | Sell |
82,130
-20,380
| -20% | -$2.15M | 2.77% | 13 |
|
|
2021
Q4 | $11.6M | Buy |
102,510
+7,301
| +8% | +$823K | 3.52% | 6 |
|
|
2021
Q3 | $10.2M | Buy |
95,209
+18,695
| +24% | +$2M | 3.43% | 10 |
|
|
2021
Q2 | $8.5M | Buy |
76,514
+5,041
| +7% | +$560K | 2.98% | 15 |
|
|
2021
Q1 | $7.55M | Sell |
71,473
-1,688
| -2% | -$178K | 2.82% | 16 |
|
|
2020
Q4 | $7.1M | Buy |
+73,161
| New | +$7.1M | 2.89% | 16 |
|