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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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	0.16%	92