Merit Financial Group’s iShares US Basic Materials ETF IYM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.48M	Buy	+8,260	New	+$1.51M	0.01%	881

Other funds holding IYM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Financial Planning Fort Collins Fort Collins, Colorado $132M AUM

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

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

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Wealth Enhancement Advisory Services

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

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

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

Merit Financial Group opened a new position in iShares US Basic Materials ETF (IYM) in Q2 2026: 8,260 shares worth $1.48M. The stake represents 0.01% of the portfolio and ranks #881 among its holdings.

34 funds tracked by Wall St. Rank hold IYM as of Q2 2026.

Merit Financial Group held 8,260 shares of iShares US Basic Materials ETF worth $1.48M as of Q2 2026.
iShares US Basic Materials ETF was a new Merit Financial Group position in Q2 2026.
iShares US Basic Materials ETF made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #881 holding.
34 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2026.

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