Merit Financial Group’s iShares Dow Jones US ETF IYY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.24M	Hold	28,750	–	–	0.03%	421
2026 Q1	$4.56M	Buy	28,750 +285	+1%	+$47.2K	0.03%	416
2025 Q4	$4.72M	Hold	28,465	–	–	0.04%	372
2025 Q3	$4.62M	Hold	28,465	–	–	0.04%	329
2025 Q2	$4.29M	Hold	28,465	–	–	0.05%	315
2025 Q1	$3.87M	Hold	28,465	–	–	0.06%	269
2024 Q4	$4.07M	Hold	28,465	–	–	0.07%	221
2024 Q3	$3.97M	Hold	28,465	–	–	0.09%	175
2024 Q2	$3.77M	Hold	28,465	–	–	0.08%	184
2024 Q1	$3.55M	Hold	28,465	–	–	0.08%	183
2023 Q4	$3.32M	Hold	28,465	–	–	0.1%	138
2023 Q3	$2.97M	Hold	28,465	–	–	0.1%	161
2023 Q2	$3.08M	Hold	28,465	–	–	0.1%	156
2023 Q1	$2.85M	Hold	28,465	–	–	0.1%	150
2022 Q4	$2.66M	Hold	28,465	–	–	0.1%	157
2022 Q3	$2.5M	Hold	28,465	–	–	0.11%	132
2022 Q2	$2.63M	Hold	28,465	–	–	0.08%	158
2022 Q1	$3.17M	Hold	28,465	–	–	0.19%	81
2021 Q4	$3.35M	Hold	28,465	–	–	0.33%	38
2021 Q3	$3.07M	Hold	28,465	–	–	0.32%	38
2021 Q2	$3.07M	Buy	+28,465	New	+$2.99M	0.29%	39

Other funds holding IYY

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

FHC

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

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

SIA

Sage Investment Advisers Wappingers Falls, New York $149M AUM

KFP

Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

FFA

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

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

Merit Financial Group held its iShares Dow Jones US ETF (IYY) position steady in Q2 2026 at 28,750 shares worth $5.24M. The position accounts for 0.03% of the portfolio, ranked #421.

Merit Financial Group first reported a position in IYY in Q2 2021 and has held it in 21 quarters since. 35 funds tracked by Wall St. Rank hold IYY as of Q2 2026.

Merit Financial Group held 28,750 shares of iShares Dow Jones US ETF worth $5.24M as of Q2 2026.
Merit Financial Group left its iShares Dow Jones US ETF share count unchanged in Q2 2026.
iShares Dow Jones US ETF made up 0.03% of Merit Financial Group's portfolio in Q2 2026, its #421 holding.
Merit Financial Group first reported a position in iShares Dow Jones US ETF in Q2 2021 and has held it in 21 quarters since.
35 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q2 2026.

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