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

Merit Financial Group, LLC holds 345,340 shares of MTUM (ISHARES TR), worth $82.9M as of 2026-Q1. The position was increased (+13.7% shares). MTUM represents 0.6% of Merit Financial Group, LLC's portfolio.

Current Value

$82.9M

Current Shares

345,340

Total Value Change

+$81.4M

Total Shares Change

+337,846

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
345,340
+13.7%
$82.9M0.6%$247.01
48
2025-Q4
Increased
303,634
+89.0%
$76M0.6%$252.79
66
2025-Q3
Increased
160,633
+27.5%
$41.2M0.4%$254.95
43
2025-Q2
Increased
125,976
+28.4%
$30.3M0.3%$236.51
43
2025-Q1
Increased
98,146
+200.5%
$19.8M0.3%$199.43
55
2024-Q4
Increased
32,658
+450.4%
$6.8M0.1%$205.88
53
2024-Q3
Decreased
5,933
-20.8%
$1.2M0.0%$199.30
0
2024-Q2
Decreased
7,494
-13.3%
$1.5M0.0%$191.90
0

Other major holders of MTUM: ENVESTNET ASSET MANAGEMENT INC, MERCER GLOBAL ADVISORS INC /ADV

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