MinichMacGregor Wealth Management, LLC IYC Holdings History
MinichMacGregor Wealth Management, LLC's iShares U.S. Consumer Discretionary ETF Holding Summary
As of 2025-03-31, MinichMacGregor Wealth Management, LLC held 170,734.00 shares of iShares U.S. Consumer Discretionary ETF(IYC), totaling $15.08 Mil. This investment constitutes 3.38% of their stock portfolio, and MinichMacGregor Wealth Management, LLC now holds 1.19% of the outstanding iShares U.S. Consumer Discretionary ETF(IYC) stock.
The initial trade took place in 2018Q2. And since then MinichMacGregor Wealth Management, LLC has made 14 purchases of IYC, at an average price of $63.62, for a total of 575,549.00 shares. In addition, there have been 5 sales at an average price of $58.59 for 404,815.00 shares. Based on historical transaction data and IYC's current price of $89.28, MinichMacGregor Wealth Management, LLC's estimated gain on his IYC holdings is $2.35 Mil, reflecting a 6.41% gain to date.
MinichMacGregor Wealth Management, LLC IYC ($89.28) Holding Chart
MinichMacGregor Wealth Management, LLC IYC ($89.28) 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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