Merit Financial Group’s iShares US Financials ETF IYF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $951K | Sell |
7,860
-319
| -4% | -$38.6K | 0.01% | 814 |
|
|
2025
Q1 | $923K | Buy |
8,179
+3,450
| +73% | +$389K | 0.01% | 682 |
|
|
2024
Q4 | $523K | Buy |
+4,729
| New | +$523K | 0.01% | 713 |
|
|
2022
Q4 | – | Sell |
-6,455
| Closed | -$436K | – | 707 |
|
|
2022
Q3 | $436K | Hold |
6,455
| – | – | 0.02% | 376 |
|
|
2022
Q2 | $452K | Buy |
+6,455
| New | +$452K | 0.01% | 371 |
|