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Merit Financial Group’s iShares US Healthcare ETF IYH Stock Holding History

Merit Financial Group’s Portfolio IYH Stock Details IYH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$508K Buy
7,575
+90
+1% +$5.63K ﹤0.01% 1485
2026
Q1 		$461K Buy
7,485
+35
+0.5% +$2.26K ﹤0.01% 1417
2025
Q4 		$485K Buy
7,450
+927
+14% +$58.5K ﹤0.01% 1325
2025
Q3 		$383K Sell
6,523
-698
-10% -$39.8K ﹤0.01% 1312
2025
Q2 		$408K Buy
7,221
+353
+5% +$19.9K ﹤0.01% 1192
2025
Q1 		$418K Buy
6,868
+1,323
+24% +$80.8K 0.01% 1012
2024
Q4 		$323K Buy
5,545
+145
+3% +$8.96K 0.01% 897
2024
Q3 		$351K Buy
5,400
+166
+3% +$10.6K 0.01% 638
2024
Q2 		$321K Buy
5,234
+63
+1% +$3.79K 0.01% 698
2024
Q1 		$306K Buy
+5,171
New +$311K 0.01% 699

Other funds holding IYH

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

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

Merit Financial Group increased its iShares US Healthcare ETF (IYH) stake by 1.2% in Q2 2026, buying an estimated $5.63K and bringing the position to 7,575 shares worth $508K. The position accounts for ﹤0.01% of the portfolio, ranked #1485.

Merit Financial Group first reported a position in IYH in Q1 2024 and has held it in 10 quarters since. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Merit Financial Group held 7,575 shares of iShares US Healthcare ETF worth $508K as of Q2 2026.
  • Merit Financial Group bought 90 iShares US Healthcare ETF shares in Q2 2026, an estimated $5.63K.
  • iShares US Healthcare ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1485 holding.
  • Merit Financial Group first reported a position in iShares US Healthcare ETF in Q1 2024 and has held it in 10 quarters since.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

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