Position history for Merit Financial Group, LLC's holdings in ISHARES TR
Merit Financial Group, LLC holds 2M shares of IUSG (ISHARES TR), worth $303.1M as of 2026-Q1. The position was increased (+20.1% shares). IUSG represents 2.3% of Merit Financial Group, LLC's portfolio.
Current Value
$303.1M
Current Shares
2M
Total Value Change
+$248.3M
Total Shares Change
+1.5M
Other major holders of IUSG: Kestra Advisory Services, LLC, BANK OF AMERICA CORP /DE/
Increased |
| 2M |
+20.1% |
| $303.1M |
| 2.3% |
| $162.81 |
63 |
| 2025-Q4 | Increased | 1.6M | +15.2% | $273.1M | 2.2% | $169.21 | 61 |
| 2025-Q3 | Decreased | 1.4M | -8.3% | $232.4M | 2.1% | $163.64 | 0 |
| 2025-Q2 | Increased | 1.5M | +37.4% | $231.6M | 2.6% | $149.13 | 69 |
| 2025-Q1 | Increased | 1.1M | +114.0% | $142.4M | 2.1% | $126.44 | 84 |
| 2024-Q4 | Increased | 523,864 | +8.2% | $73M | 1.3% | $139.66 | 51 |
| 2024-Q3 | Increased | 484,371 | +12.6% | $63.9M | 1.4% | $130.12 | 52 |
| 2024-Q2 | Increased | 430,018 | +82.4% | $54.8M | 1.2% | $126.26 | 71 |