Position history for Merit Financial Group, LLC's holdings in ISHARES TR
Merit Financial Group, LLC holds 2.4M shares of EFV (ISHARES TR), worth $176.2M as of 2026-Q1. The position was increased (+4.3% shares). EFV represents 1.3% of Merit Financial Group, LLC's portfolio.
Current Value
$176.2M
Current Shares
2.4M
Total Value Change
+$168.6M
Total Shares Change
+2.2M
Other major holders of EFV: Kestra Advisory Services, LLC, Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC
Increased |
| 2.4M |
+4.3% |
| $176.2M |
| 1.3% |
| $75.72 |
50 |
| 2025-Q4 | Decreased | 2.3M | -0.6% | $162.3M | 1.3% | $71.68 | 0 |
| 2025-Q3 | Increased | 2.3M | +33.7% | $155.1M | 1.4% | $66.07 | 61 |
| 2025-Q2 | Increased | 1.7M | +60.8% | $108.6M | 1.2% | $62.08 | 68 |
| 2025-Q1 | Increased | 1.1M | +169.5% | $62.7M | 0.9% | $56.91 | 67 |
| 2024-Q4 | Increased | 394,763 | +154.1% | $20.7M | 0.4% | $50.13 | 55 |
| 2024-Q3 | Increased | 155,373 | +8.3% | $8.9M | 0.2% | $54.42 | 36 |
| 2024-Q2 | Decreased | 143,441 | -32.6% | $7.6M | 0.2% | $49.90 | 0 |