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IBTJIBTJ
5 quarters

Position history for MFMerit Financial Group, LLC's holdings in ISHARES TR

Merit Financial Group, LLC holds 588,260 shares of IBTJ (ISHARES TR), worth $12.7M as of 2026-Q2. The position was increased (+3155.1% shares). IBTJ represents 0.1% of Merit Financial Group, LLC's portfolio.

Current Value

$12.7M

Current Shares

588,260

Total Value Change

+$12.4M

Total Shares Change

+573,076

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
588,260
+3155.1%
$12.7M0.1%$21.51
45
2026-Q1
Increased
18,072
+0.3%
$394,7360.0%$21.50
24
2025-Q4
Increased
18,009
+13.0%
$395,2080.0%$21.47
27
2025-Q3
Increased
15,938
+5.0%
$349,9150.0%$21.22
25
2025-Q2
New
15,184
-
$332,8410.0%$20.98
33

Other major holders of IBTJ: MORGAN STANLEY, BANK OF AMERICA CORP /DE/, MERCER GLOBAL ADVISORS INC /ADV

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