Position history for Merit Financial Group, LLC's holdings in ISHARES TR
Merit Financial Group, LLC holds 2.6M shares of IUSV (ISHARES TR), worth $266.1M as of 2025-Q4. The position was increased (++10.7% shares). IUSV represents 2.1% of Merit Financial Group, LLC's portfolio.
Current Value
$266.1M
Current Shares
2.6M
Total Value Change
+$36.7M
Total Shares Change
-7,993
Other major holders of IUSV: Kestra Advisory Services, LLC, BANK OF AMERICA CORP /DE/
Increased |
| 2.6M |
+10.7% |
| $266.1M |
| 2.1% |
| $103.32 |
59 |
| 2025-Q3 | Increased | 2.3M | +2.4% | $234.2M | 2.2% | $99.13 | 54 |
| 2025-Q2 | Decreased | 2.3M | -5.0% | $216.6M | 2.4% | $93.26 | 0 |
| 2025-Q1 | Increased | 2.4M | +33.6% | $222.4M | 3.3% | $90.08 | 72 |
| 2024-Q4 | Decreased | 1.8M | -23.8% | $166.9M | 3.0% | $90.79 | 0 |
| 2024-Q3 | Decreased | 2.4M | -9.1% | $226M | 5.1% | $92.83 | 0 |
| 2024-Q2 | Increased | 2.6M | +11.1% | $229.4M | 5.1% | $85.47 | 66 |