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 Q2	$2.34M	Sell	18,312 -555	-3%	-$68.9K	0.01%	690
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

Other funds holding IYF

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 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

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

Merit Financial Group reduced its iShares US Financials ETF (IYF) stake by 2.9% in Q2 2026, selling an estimated $68.9K and leaving 18,312 shares worth $2.34M. The position accounts for 0.01% of the portfolio, ranked #690.

Merit Financial Group first reported a position in IYF in Q2 2022 and has held it in 9 quarters since. 460 funds tracked by Wall St. Rank hold IYF as of Q2 2026.

Merit Financial Group held 18,312 shares of iShares US Financials ETF worth $2.34M as of Q2 2026.
Merit Financial Group sold 555 iShares US Financials ETF shares in Q2 2026, an estimated $68.9K.
iShares US Financials ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #690 holding.
Merit Financial Group first reported a position in iShares US Financials ETF in Q2 2022 and has held it in 9 quarters since.
460 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q2 2026.

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