First Merchants Corp’s iShares US Financials ETF IYF Stock Holding History

First Merchants Corp’s Portfolio IYF Stock Details IYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$404K	Hold	3,165	–	–	0.01%	278
2026 Q1	$372K	Hold	3,165	–	–	0.01%	283
2025 Q4	$408K	Sell	3,165 -37	-1%	-$4.63K	0.02%	285
2025 Q3	$406K	Hold	3,202	–	–	0.02%	286
2025 Q2	$387K	Hold	3,202	–	–	0.02%	289
2025 Q1	$361K	Sell	3,202 -102	-3%	-$11.7K	0.01%	296
2024 Q4	$365K	Hold	3,304	–	–	0.01%	325
2024 Q3	$343K	Hold	3,304	–	–	0.01%	328
2024 Q2	$312K	Hold	3,304	–	–	0.01%	317
2024 Q1	$316K	Hold	3,304	–	–	0.02%	198
2023 Q4	$282K	Hold	3,304	–	–	0.02%	193
2023 Q3	$247K	Hold	3,304	–	–	0.02%	192
2023 Q2	$247K	Sell	3,304 -465	-12%	-$33.5K	0.02%	197
2023 Q1	$268K	Sell	3,769 -288	-7%	-$22.1K	0.02%	197
2022 Q4	$306K	Hold	4,057	–	–	0.03%	194
2022 Q3	$274K	Buy	4,057 +866	+27%	+$63.8K	0.03%	206
2022 Q2	$223K	Sell	3,191 -901	-22%	-$68.7K	0.02%	214
2022 Q1	$346K	Hold	4,092	–	–	0.03%	203
2021 Q4	$355K	Hold	4,092	–	–	0.03%	206
2021 Q3	$338K	Hold	4,092	–	–	0.02%	216
2021 Q2	$332K	Sell	4,092 -32	-0.8%	-$2.57K	0.02%	216
2021 Q1	$309K	Hold	4,124	–	–	0.02%	224
2020 Q4	$275K	Hold	4,124	–	–	0.02%	228
2020 Q3	$234K	Buy	4,124 +156	+4%	+$8.95K	0.02%	235
2020 Q2	$219K	Sell	3,968 -1,022	-20%	-$54.5K	0.02%	224
2020 Q1	$243K	Sell	4,990 -2	-0%	-$127	0.03%	215
2019 Q4	$344K	Sell	4,992 -200	-4%	-$13.3K	0.04%	222
2019 Q3	$334K	Buy	+5,192	New	+$330K	0.04%	232

Other funds holding IYF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

First Merchants Corp's IYF Position: Q2 2026 in Review

First Merchants Corp held its iShares US Financials ETF (IYF) position steady in Q2 2026 at 3,165 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #278.

First Merchants Corp first reported a position in IYF in Q3 2019 and has held it in 28 quarters since. The position peaked at $408K in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

First Merchants Corp held 3,165 shares of iShares US Financials ETF worth $404K as of Q2 2026.
First Merchants Corp left its iShares US Financials ETF share count unchanged in Q2 2026.
iShares US Financials ETF made up 0.01% of First Merchants Corp's portfolio in Q2 2026, its #278 holding.
First Merchants Corp first reported a position in iShares US Financials ETF in Q3 2019 and has held it in 28 quarters since.
First Merchants Corp's iShares US Financials ETF position peaked at $408K in Q4 2025.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on First Merchants Corp's 13F filing for Q2 2026, filed 15 Jul 2026.