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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$41.6M Buy
240,171
+33,769
+16% +$5.85M 0.46% 44
2025
Q1
$29M Buy
206,402
+123,005
+147% +$17.3M 0.43% 46
2024
Q4
$13.3M Buy
83,397
+40,305
+94% +$6.43M 0.24% 77
2024
Q3
$6.53M Sell
43,092
-37,900
-47% -$5.75M 0.15% 124
2024
Q2
$12.2M Buy
80,992
+2,612
+3% +$393K 0.27% 62
2024
Q1
$10.4M Buy
78,380
+16,769
+27% +$2.22M 0.25% 72
2023
Q4
$7.56M Buy
61,611
+4,261
+7% +$523K 0.23% 67
2023
Q3
$6.02M Sell
57,350
-37,470
-40% -$3.93M 0.2% 81
2023
Q2
$10.3M Buy
94,820
+1,256
+1% +$137K 0.33% 48
2023
Q1
$8.68M Buy
93,564
+33,393
+55% +$3.1M 0.32% 53
2022
Q4
$4.48M Buy
+60,171
New +$4.48M 0.16% 94