Merit Financial Group’s iShares US Industrials ETF IYJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$590K	Hold	3,540	–	–	﹤0.01%	1403
2026 Q1	$522K	Buy	3,540 +460	+15%	+$71.2K	﹤0.01%	1354
2025 Q4	$456K	Buy	3,080 +28	+0.9%	+$4.09K	﹤0.01%	1359
2025 Q3	$445K	Sell	3,052 -1	-0%	-$145	﹤0.01%	1249
2025 Q2	$434K	Hold	3,053	–	–	﹤0.01%	1164
2025 Q1	$397K	Hold	3,053	–	–	0.01%	1027
2024 Q4	$408K	Sell	3,053 -68	-2%	-$9.36K	0.01%	796
2024 Q3	$417K	Sell	3,121 -17	-0.5%	-$2.14K	0.01%	597
2024 Q2	$375K	Sell	3,138 -14	-0.4%	-$1.71K	0.01%	649
2024 Q1	$382K	Buy	+3,152	New	+$372K	0.01%	626
2023 Q4	–	Sell	-3,506	Closed	-$354K	–	803
2023 Q3	$354K	Hold	3,506	–	–	0.01%	542
2023 Q2	$372K	Buy	3,506 +387	+12%	+$38.7K	0.01%	536
2023 Q1	$312K	Buy	+3,119	New	+$312K	0.01%	502
2022 Q3	–	Sell	-7,535	Closed	-$664K	–	611
2022 Q2	$664K	Buy	+7,535	New	+$724K	0.02%	310

Other funds holding IYJ

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

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

Merit Financial Group held its iShares US Industrials ETF (IYJ) position steady in Q2 2026 at 3,540 shares worth $590K. The position accounts for ﹤0.01% of the portfolio, ranked #1403.

Merit Financial Group first reported a position in IYJ in Q2 2022 and has held it in 14 quarters since. The position peaked at $664K in Q2 2022. 341 funds tracked by Wall St. Rank hold IYJ as of Q2 2026.

Merit Financial Group held 3,540 shares of iShares US Industrials ETF worth $590K as of Q2 2026.
Merit Financial Group left its iShares US Industrials ETF share count unchanged in Q2 2026.
iShares US Industrials ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1403 holding.
Merit Financial Group first reported a position in iShares US Industrials ETF in Q2 2022 and has held it in 14 quarters since.
Merit Financial Group's iShares US Industrials ETF position peaked at $664K in Q2 2022.
341 funds tracked by Wall St. Rank held iShares US Industrials ETF as of Q2 2026.

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