MFG
IYJ icon

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
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 – 613
2022
Q2 		$664K Buy
+7,535
New +$724K 0.02% 310

Other funds holding IYJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return