MFG
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 |
|