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IHEIHE
17 quarters

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

Yes. Merit Financial Group holds 31,245 shares of IHE, worth $3.1M, as of its Q2 2026 13F filing. It reduced the position by 78 shares (-0.3%) from Q1 2026. Merit Financial Group has held IHE since Q1 2024, across 10 quarterly 13F filings.

Current Value

$3.1M

Current Shares

31,245

Total Value Change

-$469,433

Total Shares Change

+12,653

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
31,245
-0.3%
$3.1M0.0%$99.01
0
2026-Q1
Unchanged
31,323
0.0%
$2.7M0.0%$89.70
0
2025-Q4
Unchanged
31,323
0.0%
$2.7M0.0%$85.58
0
2025-Q3
Unchanged
31,323
0.0%
$2.3M0.0%$70.18
0
2025-Q2
Increased
31,323
+0.4%
$2.1M0.0%$64.79
26
2025-Q1
Unchanged
31,191
0.0%
$2.2M0.0%$67.48
0
2024-Q4
Unchanged
31,191
0.0%
$2M0.0%$64.07
0
2024-Q3
Decreased
31,191
-35.7%
$2.2M0.0%$68.47
0
2024-Q2
Increased
48,521
+55.6%
$3.2M0.1%$64.47
37
2024-Q1
New
31,191
-
$2M0.0%$65.72
36
2023-Q4
Exited
0
-100.0%
$00.0%$59.57
0
2023-Q3
Decreased
10,397
-2.8%
$1.8M0.1%$56.74
0
2023-Q2
Decreased
10,695
-31.3%
$1.9M0.1%$56.63
0
2023-Q1
Increased
15,558
+17.9%
$2.7M0.1%$55.29
31
2022-Q4
Increased
13,190
+27.5%
$2.5M0.1%$58.95
33
2022-Q3
Decreased
10,342
-44.4%
$1.8M0.1%$53.65
0
2022-Q2
New
18,592
-
$3.6M0.1%$59.90
44

Other major holders of IHE: Fisher Asset Management, LLC

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