Position history for Merit Financial Group, LLC's holdings in ISHARES TR
Merit Financial Group, LLC holds 303,634 shares of MTUM (ISHARES TR), worth $76M as of 2025-Q4. The position was increased (++89.0% shares). MTUM represents 0.6% of Merit Financial Group, LLC's portfolio.
Current Value
$76M
Current Shares
303,634
Total Value Change
+$74.5M
Total Shares Change
+296,140
Other major holders of MTUM: Steward Partners Investment Advisory, LLC, Kestra Advisory Services, LLC, ENVESTNET ASSET MANAGEMENT INC
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 |