Merit Financial Group’s iShares US Energy ETF IYE Stock Holding History

Merit Financial Group’s Portfolio IYE Stock Details IYE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.23M	Buy	39,354 +23,605	+150%	+$1.43M	0.01%	709
2026 Q1	$1.02M	Buy	+15,749	New	+$893K	0.01%	974
2024 Q1	–	Sell	-15,058	Closed	-$664K	–	898
2023 Q4	$664K	Buy	+15,058	New	+$677K	0.02%	415
2023 Q1	–	Sell	-15,909	Closed	-$740K	–	674
2022 Q4	$740K	Sell	15,909 -9,948	-38%	-$465K	0.03%	345
2022 Q3	$1.02M	Sell	25,857 -131,019	-84%	-$5.38M	0.04%	240
2022 Q2	$5.98M	Buy	156,876 +60,094	+62%	+$2.55M	0.19%	79
2022 Q1	$3.96M	Buy	+96,782	New	+$3.57M	0.24%	68

Other funds holding IYE

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

PCH

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TSW

Three Seasons Wealth Salt Lake City, Utah $1.1B AUM 50.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Merit Financial Group's IYE Position: Q2 2026 in Review

Merit Financial Group increased its iShares US Energy ETF (IYE) stake by 150% in Q2 2026, buying an estimated $1.43M and bringing the position to 39,354 shares worth $2.23M. The position accounts for 0.01% of the portfolio, ranked #709.

Merit Financial Group first reported a position in IYE in Q1 2022 and has held it in 7 quarters since. The position peaked at $5.98M in Q2 2022. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Merit Financial Group held 39,354 shares of iShares US Energy ETF worth $2.23M as of Q2 2026.
Merit Financial Group bought 23,605 iShares US Energy ETF shares in Q2 2026, an estimated $1.43M.
iShares US Energy ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #709 holding.
Merit Financial Group first reported a position in iShares US Energy ETF in Q1 2022 and has held it in 7 quarters since.
Merit Financial Group's iShares US Energy ETF position peaked at $5.98M in Q2 2022.
325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.