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IUSG
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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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
2M
+20.1%
$303.1M2.3%$162.81
63
2025-Q4
Increased
1.6M
+15.2%
$273.1M2.2%$169.21
61
2025-Q3
Decreased
1.4M
-8.3%
$232.4M2.1%$163.64
0
2025-Q2
Increased
1.5M
+37.4%
$231.6M2.6%$149.13
69
2025-Q1
Increased
1.1M
+114.0%
$142.4M2.1%$126.44
84
2024-Q4
Increased
523,864
+8.2%
$73M1.3%$139.66
51
2024-Q3
Increased
484,371
+12.6%
$63.9M1.4%$130.12
52
2024-Q2
Increased
430,018
+82.4%
$54.8M1.2%$126.26
71

Other major holders of IUSG: BANK OF AMERICA CORP /DE/

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