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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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