MinichMacGregor Wealth Management, LLC IYF Holdings History
MinichMacGregor Wealth Management, LLC's iShares U.S. Financials ETF Holding Summary
As of 2025-06-30, MinichMacGregor Wealth Management, LLC held 115,018.00 shares of iShares U.S. Financials ETF(IYF), totaling $13.92 Mil. This investment constitutes 2.98% of their stock portfolio, and MinichMacGregor Wealth Management, LLC now holds 0.35% of the outstanding iShares U.S. Financials ETF(IYF) stock.
The initial trade took place in 2018Q2. And since then MinichMacGregor Wealth Management, LLC has made 3 purchases of IYF, at an average price of $105.83, for a total of 187,344.00 shares. In addition, there have been 2 sales at an average price of $112.27 for 72,326.00 shares. Based on historical transaction data and IYF's current price of $123.33, MinichMacGregor Wealth Management, LLC's estimated gain on his IYF holdings is $2.48 Mil, reflecting a 12.50% gain to date.
MinichMacGregor Wealth Management, LLC IYF ($123.33) Holding Chart
MinichMacGregor Wealth Management, LLC IYF ($123.33) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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