MFG
IYF icon

Merit Financial Group’s iShares US Financials ETF IYF Stock Holding History

Merit Financial Group’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
Q1 		$2.22M Buy
18,867
+7,098
+60% +$881K 0.02% 633
2025
Q4 		$1.52M Buy
11,769
+3,034
+35% +$380K 0.01% 753
2025
Q3 		$1.11M Buy
8,735
+875
+11% +$108K 0.01% 817
2025
Q2 		$951K Sell
7,860
-319
-4% -$35.9K 0.01% 815
2025
Q1 		$923K Buy
8,179
+3,450
+73% +$395K 0.01% 683
2024
Q4 		$523K Buy
+4,729
New +$527K 0.01% 714
2022
Q4 		– Sell
-6,455
Closed -$436K – 709
2022
Q3 		$436K Hold
6,455
– – 0.02% 378
2022
Q2 		$452K Buy
+6,455
New +$492K 0.01% 379

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PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
PCH
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return