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 Q3	$5.31M	Sell	28,657 -93	-0.3%	-$17.2K	0.03%	450
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	$3.36M	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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Merit Financial Group's IYY Position: Q3 2026 in Review

Merit Financial Group reduced its iShares Dow Jones US ETF (IYY) stake by 0.32% in Q3 2026, selling an estimated $17.2K and leaving 28,657 shares worth $5.31M. The position accounts for 0.03% of the portfolio, ranked #450.

Merit Financial Group first reported a position in IYY in Q2 2021 and has held it in 22 quarters since. 172 funds tracked by Wall St. Rank hold IYY as of Q3 2026.

Merit Financial Group held 28,657 shares of iShares Dow Jones US ETF worth $5.31M as of Q3 2026.
Merit Financial Group sold 93 iShares Dow Jones US ETF shares in Q3 2026, an estimated $17.2K.
iShares Dow Jones US ETF made up 0.03% of Merit Financial Group's portfolio in Q3 2026, its #450 holding.
Merit Financial Group first reported a position in iShares Dow Jones US ETF in Q2 2021 and has held it in 22 quarters since.
172 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.