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
Other major holders of MTUM: Steward Partners Investment Advisory, LLC, Kestra Advisory Services, LLC, ENVESTNET ASSET MANAGEMENT INC
Increased |
| 345,340 |
+13.7% |
| $82.9M |
| 0.6% |
| $247.01 |
48 |
| 2025-Q4 | Increased | 303,634 | +89.0% | $76M | 0.6% | $252.79 | 66 |
| 2025-Q3 | Increased | 160,633 | +27.5% | $41.2M | 0.4% | $254.95 | 43 |
| 2025-Q2 | Increased | 125,976 | +28.4% | $30.3M | 0.3% | $236.51 | 43 |
| 2025-Q1 | Increased | 98,146 | +200.5% | $19.8M | 0.3% | $199.43 | 55 |
| 2024-Q4 | Increased | 32,658 | +450.4% | $6.8M | 0.1% | $205.88 | 53 |
| 2024-Q3 | Decreased | 5,933 | -20.8% | $1.2M | 0.0% | $199.30 | 0 |
| 2024-Q2 | Decreased | 7,494 | -13.3% | $1.5M | 0.0% | $191.90 | 0 |