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Merit Financial Group’s iShares US Transportation ETF IYT Stock Holding History

Merit Financial Group’s Portfolio IYT Stock Details IYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.67M Buy
30,741
+23,726
+338% +$1.94M 0.02% 625
2026
Q1 		$523K Hold
7,015
– – ﹤0.01% 1351
2025
Q4 		$523K Sell
7,015
-271
-4% -$19.7K ﹤0.01% 1287
2025
Q3 		$522K Buy
7,286
+93
+1% +$6.56K ﹤0.01% 1166
2025
Q2 		$493K Sell
7,193
-594
-8% -$37.9K 0.01% 1112
2025
Q1 		$499K Buy
7,787
+596
+8% +$41.1K 0.01% 944
2024
Q4 		$486K Hold
7,191
– – 0.01% 738
2024
Q3 		$496K Sell
7,191
-1
-0% -$66 0.01% 557
2024
Q2 		$471K Buy
7,192
+1
+0% +$66 0.01% 591
2024
Q1 		$473K Buy
+7,191
New +$487K 0.01% 580
2023
Q4 		– Sell
-7,188
Closed -$420K – 805
2023
Q3 		$420K Buy
7,188
+444
+7% +$27.8K 0.01% 493
2023
Q2 		$421K Sell
6,744
-4,968
-42% -$285K 0.01% 504
2023
Q1 		$667K Buy
+11,712
New +$670K 0.02% 346
2022
Q4 		– Sell
-5,640
Closed -$277K – 710
2022
Q3 		$277K Sell
5,640
-2,812
-33% -$159K 0.01% 458
2022
Q2 		$450K Buy
+8,452
New +$492K 0.01% 382

Other funds holding IYT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Merit Financial Group increased its iShares US Transportation ETF (IYT) stake by 338% in Q2 2026, buying an estimated $1.94M and bringing the position to 30,741 shares worth $2.67M. The position accounts for 0.02% of the portfolio, ranked #625.

Merit Financial Group first reported a position in IYT in Q2 2022 and has held it in 15 quarters since. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

  • Merit Financial Group held 30,741 shares of iShares US Transportation ETF worth $2.67M as of Q2 2026.
  • Merit Financial Group bought 23,726 iShares US Transportation ETF shares in Q2 2026, an estimated $1.94M.
  • iShares US Transportation ETF made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #625 holding.
  • Merit Financial Group first reported a position in iShares US Transportation ETF in Q2 2022 and has held it in 15 quarters since.
  • 258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

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