MFG
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Merit Financial Group’s iShares US Consumer Staples ETF IYK Stock Holding History

Merit Financial Group’s Portfolio IYK Stock Details IYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.02M Sell
14,103
-342
-2% -$24.4K 0.01% 1068
2026
Q1 		$1.01M Buy
14,445
+258
+2% +$18.5K 0.01% 977
2025
Q4 		$949K Buy
14,187
+1,393
+11% +$94.5K 0.01% 975
2025
Q3 		$875K Sell
12,794
-375
-3% -$26.2K 0.01% 920
2025
Q2 		$928K Buy
13,169
+7
+0.1% +$493 0.01% 824
2025
Q1 		$942K Sell
13,162
-146
-1% -$9.91K 0.01% 670
2024
Q4 		$873K Sell
13,308
-146
-1% -$10K 0.02% 540
2024
Q3 		$949K Sell
13,454
-2,046
-13% -$141K 0.02% 439
2024
Q2 		$1.02M Sell
15,500
-101
-0.6% -$6.71K 0.02% 404
2024
Q1 		$1.04M Buy
+15,601
New +$1.02M 0.02% 396
2023
Q4 		– Sell
-13,851
Closed -$861K – 804
2023
Q3 		$861K Sell
13,851
-2,475
-15% -$163K 0.03% 352
2023
Q2 		$1.09M Buy
16,326
+4,197
+35% +$282K 0.04% 321
2023
Q1 		$805K Buy
12,129
+63
+0.5% +$4.12K 0.03% 319
2022
Q4 		$816K Hold
12,066
– – 0.03% 324
2022
Q3 		$723K Sell
12,066
-11,556
-49% -$759K 0.03% 297
2022
Q2 		$1.53M Buy
+23,622
New +$1.59M 0.05% 198

Other funds holding IYK

DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

Merit Financial Group reduced its iShares US Consumer Staples ETF (IYK) stake by 2.4% in Q2 2026, selling an estimated $24.4K and leaving 14,103 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #1068.

Merit Financial Group first reported a position in IYK in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.53M in Q2 2022. 286 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

  • Merit Financial Group held 14,103 shares of iShares US Consumer Staples ETF worth $1.02M as of Q2 2026.
  • Merit Financial Group sold 342 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $24.4K.
  • iShares US Consumer Staples ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1068 holding.
  • Merit Financial Group first reported a position in iShares US Consumer Staples ETF in Q2 2022 and has held it in 16 quarters since.
  • Merit Financial Group's iShares US Consumer Staples ETF position peaked at $1.53M in Q2 2022.
  • 286 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

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