Merit Financial Group’s iShares US Financial Services ETF IYG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.96M	Sell	43,756 -1,223	-3%	-$107K	0.02%	497
2026 Q1	$3.73M	Buy	44,979 +12,885	+40%	+$1.13M	0.03%	480
2025 Q4	$2.96M	Sell	32,094 -320	-1%	-$28.6K	0.02%	506
2025 Q3	$2.91M	Buy	32,414 +9	+0%	+$791	0.03%	451
2025 Q2	$2.77M	Buy	32,405 +4,733	+17%	+$375K	0.03%	424
2025 Q1	$2.17M	Hold	27,672	–	–	0.03%	400
2024 Q4	$2.15M	Hold	27,672	–	–	0.04%	340
2024 Q3	$1.97M	Hold	27,672	–	–	0.04%	276
2024 Q2	$1.8M	Hold	27,672	–	–	0.04%	288
2024 Q1	$1.77M	Buy	+27,672	New	+$1.72M	0.04%	280
2023 Q4	–	Sell	-27,672	Closed	-$1.43M	–	802
2023 Q3	$1.43M	Hold	27,672	–	–	0.05%	270
2023 Q2	$1.46M	Sell	27,672 -5,589	-17%	-$283K	0.05%	271
2023 Q1	$1.67M	Buy	33,261 +5,583	+20%	+$305K	0.06%	224
2022 Q4	$1.45M	Sell	27,678 -44,361	-62%	-$2.32M	0.05%	237
2022 Q3	$3.39M	Sell	72,039 -27,006	-27%	-$1.42M	0.15%	92
2022 Q2	$4.89M	Buy	+99,045	New	+$5.37M	0.15%	92

Other funds holding IYG

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Merit Financial Group reduced its iShares US Financial Services ETF (IYG) stake by 2.7% in Q2 2026, selling an estimated $107K and leaving 43,756 shares worth $3.96M. The position accounts for 0.02% of the portfolio, ranked #497.

Merit Financial Group first reported a position in IYG in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.89M in Q2 2022. 262 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

Merit Financial Group held 43,756 shares of iShares US Financial Services ETF worth $3.96M as of Q2 2026.
Merit Financial Group sold 1,223 iShares US Financial Services ETF shares in Q2 2026, an estimated $107K.
iShares US Financial Services ETF made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #497 holding.
Merit Financial Group first reported a position in iShares US Financial Services ETF in Q2 2022 and has held it in 16 quarters since.
Merit Financial Group's iShares US Financial Services ETF position peaked at $4.89M in Q2 2022.
262 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

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