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

Merit Financial Group, LLC holds 501,905 shares of QUAL (ISHARES TR), worth $96.3M as of 2026-Q1. The position was increased (+7.7% shares). QUAL represents 0.7% of Merit Financial Group, LLC's portfolio.

Current Value

$96.3M

Current Shares

501,905

Total Value Change

+$68.5M

Total Shares Change

+339,405

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
501,905
+7.7%
$96.3M0.7%$202.29
45
2025-Q4
Decreased
465,944
-33.2%
$92.5M0.7%$200.10
0
2025-Q3
Increased
697,587
+6.6%
$135.7M1.2%$192.77
51
2025-Q2
Increased
654,157
+27.7%
$119.6M1.3%$180.59
59
2025-Q1
Increased
512,286
+161.4%
$87.5M1.3%$168.31
76
2024-Q4
Increased
195,989
+78.4%
$34.9M0.6%$176.81
62
2024-Q3
Decreased
109,851
-32.4%
$19.7M0.4%$176.39
0
2024-Q2
Increased
162,500
+1.2%
$27.7M0.6%$168.05
41

Other major holders of QUAL: ENVESTNET ASSET MANAGEMENT INC

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