Merit Financial Group’s iShares US Technology ETF IYW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$21.1M	Sell	83,644 -988	-1%	-$227K	0.13%	138
2026 Q1	$15.4M	Sell	84,632 -12,033	-12%	-$2.33M	0.11%	160
2025 Q4	$19.3M	Sell	96,665 -8,472	-8%	-$1.69M	0.15%	116
2025 Q3	$20.6M	Sell	105,137 -135,034	-56%	-$24.7M	0.19%	99
2025 Q2	$41.6M	Buy	240,171 +33,769	+16%	+$5.12M	0.46%	44
2025 Q1	$29M	Buy	206,402 +123,005	+147%	+$19.2M	0.43%	46
2024 Q4	$13.3M	Buy	83,397 +40,305	+94%	+$6.38M	0.24%	77
2024 Q3	$6.53M	Sell	43,092 -37,900	-47%	-$5.57M	0.15%	124
2024 Q2	$12.2M	Buy	80,992 +2,612	+3%	+$361K	0.27%	62
2024 Q1	$10.4M	Buy	78,380 +16,769	+27%	+$2.18M	0.25%	72
2023 Q4	$7.56M	Buy	61,611 +4,261	+7%	+$483K	0.23%	67
2023 Q3	$6.02M	Sell	57,350 -37,470	-40%	-$4.07M	0.2%	81
2023 Q2	$10.3M	Buy	94,820 +1,256	+1%	+$123K	0.33%	48
2023 Q1	$8.68M	Buy	93,564 +33,393	+55%	+$2.8M	0.32%	54
2022 Q4	$4.48M	Buy	+60,171	New	+$4.6M	0.16%	95

Other funds holding IYW

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

PCH

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Merit Financial Group reduced its iShares US Technology ETF (IYW) stake by 1.2% in Q2 2026, selling an estimated $227K and leaving 83,644 shares worth $21.1M. The position accounts for 0.13% of the portfolio, ranked #138.

Merit Financial Group first reported a position in IYW in Q4 2022 and has held it in 15 quarters since. The position peaked at $41.6M in Q2 2025. 1,295 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Merit Financial Group held 83,644 shares of iShares US Technology ETF worth $21.1M as of Q2 2026.
Merit Financial Group sold 988 iShares US Technology ETF shares in Q2 2026, an estimated $227K.
iShares US Technology ETF made up 0.13% of Merit Financial Group's portfolio in Q2 2026, its #138 holding.
Merit Financial Group first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 15 quarters since.
Merit Financial Group's iShares US Technology ETF position peaked at $41.6M in Q2 2025.
1,295 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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