Merit Financial Group’s iShares US Telecommunications ETF IYZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.28M	Buy	77,514 +33,407	+76%	+$1.42M	0.02%	559
2026 Q1	$1.73M	Sell	44,107 -10,827	-20%	-$405K	0.01%	734
2025 Q4	$1.86M	Hold	54,934	–	–	0.01%	676
2025 Q3	$1.77M	Buy	+54,934	New	+$1.69M	0.02%	628
2022 Q4	–	Sell	-41,878	Closed	-$874K	–	711
2022 Q3	$874K	Buy	41,878 +29,947	+251%	+$747K	0.04%	273
2022 Q2	$300K	Buy	+11,931	New	+$323K	0.01%	450

Other funds holding IYZ

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

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

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

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

Merit Financial Group increased its iShares US Telecommunications ETF (IYZ) stake by 76% in Q2 2026, buying an estimated $1.42M and bringing the position to 77,514 shares worth $3.28M. The position accounts for 0.02% of the portfolio, ranked #559.

Merit Financial Group first reported a position in IYZ in Q2 2022 and has held it in 6 quarters since. 210 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Merit Financial Group held 77,514 shares of iShares US Telecommunications ETF worth $3.28M as of Q2 2026.
Merit Financial Group bought 33,407 iShares US Telecommunications ETF shares in Q2 2026, an estimated $1.42M.
iShares US Telecommunications ETF made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #559 holding.
Merit Financial Group first reported a position in iShares US Telecommunications ETF in Q2 2022 and has held it in 6 quarters since.
210 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

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