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Meridian Wealth Management’s iShares US Financials ETF IYF Stock Holding History

Meridian Wealth Management’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 		$713K Buy
5,593
+4
+0.1% +$497 0.02% 461
2026
Q1 		$658K Sell
5,589
-511
-8% -$63.4K 0.02% 442
2025
Q4 		$786K Buy
6,100
+353
+6% +$44.2K 0.03% 391
2025
Q3 		$728K Buy
5,747
+5
+0.1% +$618 0.03% 397
2025
Q2 		$695K Sell
5,742
-59
-1% -$6.65K 0.03% 382
2025
Q1 		$655K Buy
5,801
+2,541
+78% +$291K 0.03% 364
2024
Q4 		$360K Sell
3,260
-215
-6% -$23.9K 0.02% 483
2024
Q3 		$361K Buy
+3,475
New +$349K 0.02% 484
2024
Q2 		– Sell
-3,555
Closed -$340K – 430
2024
Q1 		$340K Sell
3,555
-230
-6% -$20.5K 0.06% 166
2023
Q4 		$323K Sell
3,785
-3,769
-50% -$294K 0.02% 486
2023
Q3 		$565K Buy
7,554
+3,782
+100% +$292K 0.03% 343
2023
Q2 		$281K Buy
3,772
+11
+0.3% +$793 0.02% 451
2023
Q1 		$268K Sell
3,761
-7
-0.2% -$538 0.02% 449
2022
Q4 		$284K Buy
3,768
+25
+0.7% +$1.87K 0.03% 429
2022
Q3 		$253K Sell
3,743
-57
-2% -$4.2K 0.03% 404
2022
Q2 		$266K Buy
3,800
+842
+28% +$64.2K 0.02% 456
2022
Q1 		$250K Sell
2,958
-194
-6% -$16.7K 0.03% 342
2021
Q4 		$273K Sell
3,152
-235
-7% -$20.5K 0.03% 333
2021
Q3 		$280K Sell
3,387
-50
-1% -$4.15K 0.03% 316
2021
Q2 		$279K Buy
3,437
+434
+14% +$34.9K 0.04% 314
2021
Q1 		$225K Buy
+3,003
New +$214K 0.03% 324
2020
Q1 		– Sell
-2,974
Closed -$204K – 229
2019
Q4 		$204K Buy
+2,974
New +$197K 0.1% 191
2019
Q3 		– Sell
-3,362
Closed -$211K – 348
2019
Q2 		$211K Buy
+3,362
New +$207K 0.09% 196
2018
Q3 		– Sell
-3,428
Closed -$201K – 182
2018
Q2 		$201K Sell
3,428
-100
-3% -$5.95K 0.09% 178
2018
Q1 		$208K Buy
3,528
+2
+0.1% +$121 0.1% 170
2017
Q4 		$204K Buy
+3,526
New +$205K 0.13% 163
2017
Q2 		– Sell
-4,884
Closed -$254K – 172
2017
Q1 		$254K Buy
+4,884
New +$255K 0.15% 136

Other funds holding IYF

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Bank of America
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Meridian Wealth Management's IYF Position: Q2 2026 in Review

Meridian Wealth Management increased its iShares US Financials ETF (IYF) stake by 0.07% in Q2 2026, buying an estimated $497 and bringing the position to 5,593 shares worth $713K. The position accounts for 0.02% of the portfolio, ranked #461.

Meridian Wealth Management first reported a position in IYF in Q1 2017 and has held it in 27 quarters since. The position peaked at $786K in Q4 2025. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

  • Meridian Wealth Management held 5,593 shares of iShares US Financials ETF worth $713K as of Q2 2026.
  • Meridian Wealth Management bought 4 iShares US Financials ETF shares in Q2 2026, an estimated $497.
  • iShares US Financials ETF made up 0.02% of Meridian Wealth Management's portfolio in Q2 2026, its #461 holding.
  • Meridian Wealth Management first reported a position in iShares US Financials ETF in Q1 2017 and has held it in 27 quarters since.
  • Meridian Wealth Management's iShares US Financials ETF position peaked at $786K in Q4 2025.
  • 460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.