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Merrithew & Thorsten Inc’s iShares US Financial Services ETF IYG Stock Holding History

Merrithew & Thorsten Inc’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$38K Buy
425
+1
+0.2% +$88 0.03% 52
2026
Q1 		$35K Buy
424
+1
+0.2% +$88 0.03% 51
2025
Q4 		$39K Buy
+423
New +$37.8K 0.04% 50

Other funds holding IYG

DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Merrithew & Thorsten Inc's IYG Position: Q2 2026 in Review

Merrithew & Thorsten Inc increased its iShares US Financial Services ETF (IYG) stake by 0.24% in Q2 2026, buying an estimated $88 and bringing the position to 425 shares worth $38K. The position accounts for 0.03% of the portfolio, ranked #52.

Merrithew & Thorsten Inc first reported a position in IYG in Q4 2025 and has held it in 3 quarters since. The position peaked at $39K in Q4 2025. 261 funds tracked by Wall St. Rank hold IYG as of Q2 2026.

  • Merrithew & Thorsten Inc held 425 shares of iShares US Financial Services ETF worth $38K as of Q2 2026.
  • Merrithew & Thorsten Inc bought 1 iShares US Financial Services ETF share in Q2 2026, an estimated $88.
  • iShares US Financial Services ETF made up 0.03% of Merrithew & Thorsten Inc's portfolio in Q2 2026, its #52 holding.
  • Merrithew & Thorsten Inc first reported a position in iShares US Financial Services ETF in Q4 2025 and has held it in 3 quarters since.
  • Merrithew & Thorsten Inc's iShares US Financial Services ETF position peaked at $39K in Q4 2025.
  • 261 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2026.

Based on Merrithew & Thorsten Inc's 13F filing for Q2 2026, filed 31 Jul 2026.