Back to MF Merit Financial Group, LLC

IJRIJR
30 quarters

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

Yes. Merit Financial Group holds 249,788 shares of IJR, worth $37M, as of its Q2 2026 13F filing. It reduced the position by 1,686 shares (-0.7%) from Q1 2026. Merit Financial Group has held IJR in every 13F on record since Q1 2019, 30 quarterly filings. IJR is 0.2% of Merit Financial Group's reported 13F portfolio.

Current Value

$37M

Current Shares

249,788

Total Value Change

+$31.2M

Total Shares Change

+173,913

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
249,788
-0.7%
$37M0.2%$148.31
0
2026-Q1
Increased
251,474
+2.9%
$31.3M0.2%$123.94
35
2025-Q4
Increased
244,511
+133.1%
$29.4M0.2%$119.63
56
2025-Q3
Increased
104,919
+4.2%
$12.5M0.1%$117.74
35
2025-Q2
Increased
100,713
+3.4%
$11M0.1%$107.88
34
2025-Q1
Decreased
97,439
-1.7%
$10.2M0.2%$102.84
0
2024-Q4
Decreased
99,143
-2.7%
$11.4M0.2%$112.97
0
2024-Q3
Increased
101,886
+60.9%
$11.9M0.3%$113.62
48
2024-Q2
Increased
63,337
+0.2%
$6.8M0.1%$103.63
33
2024-Q1
Increased
63,232
+35.0%
$6.8M0.2%$107.00
42
2023-Q4
Decreased
46,829
-13.3%
$5.1M0.2%$104.48
0
2023-Q3
Decreased
54,038
-2.7%
$5.1M0.2%$90.81
0
2023-Q2
Increased
55,519
+5.8%
$5.5M0.2%$95.03
34
2023-Q1
Decreased
52,471
-29.5%
$5.1M0.2%$91.88
0
2022-Q4
Decreased
74,424
-6.9%
$7M0.3%$90.02
0
2022-Q3
Decreased
79,923
-13.6%
$7M0.3%$82.21
0
2022-Q2
Increased
92,518
+8.5%
$8.6M0.3%$86.68
36
2022-Q1
Increased
85,271
+52.9%
$9.2M0.6%$100.90
54
2021-Q4
Decreased
55,758
-3.2%
$6.4M0.6%$106.93
0
2021-Q3
Decreased
57,595
-7.1%
$6.3M0.7%$101.30
0
2021-Q2
Decreased
62,010
-0.0%
$7M0.7%$104.34
0
2021-Q1
Increased
62,029
+62.0%
$6.7M0.7%$100.01
56
2020-Q4
Decreased
38,299
-10.2%
$3.5M0.3%$84.47
0
2020-Q3
Increased
42,634
+1.9%
$3M0.3%$64.37
32
2020-Q2
Increased
41,839
+120.0%
$2.9M0.3%$62.34
51
2020-Q1
Decreased
19,020
-29.6%
$1.1M0.1%$51.04
0
2019-Q4
Decreased
27,018
-1.8%
$2.3M0.2%$76.03
0
2019-Q3
Decreased
27,503
-97.7%
$2.1M0.2%$70.40
0
2019-Q2
Increased
1.2M
+1456.0%
$93.1M10.9%$70.01
94
2019-Q1
First report
75,875
-
$5.9M0.7%$68.77
0

Other major holders of IJR: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, BANK OF AMERICA CORP /DE/

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