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

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return

FCFC

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

FAM

Forte Asset Management Bedford, New York $245M AUM 16.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

LWANC

Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 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. 115 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.
115 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.