Position history for Merit Financial Group, LLC's holdings in ISHARES TR
Merit Financial Group, LLC holds 465,944 shares of QUAL (ISHARES TR), worth $92.5M as of 2025-Q4. The position was decreased (-33.2% shares). QUAL represents 0.7% of Merit Financial Group, LLC's portfolio.
Current Value
$92.5M
Current Shares
465,944
Total Value Change
+$64.8M
Total Shares Change
+303,444
Other major holders of QUAL: Steward Partners Investment Advisory, LLC, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Decreased |
| 465,944 |
-33.2% |
| $92.5M |
| 0.7% |
| $200.10 |
0 |
| 2025-Q3 | Increased | 697,587 | +6.6% | $135.7M | 1.2% | $192.77 | 51 |
| 2025-Q2 | Increased | 654,157 | +27.7% | $119.6M | 1.3% | $180.59 | 59 |
| 2025-Q1 | Increased | 512,286 | +161.4% | $87.5M | 1.3% | $168.31 | 76 |
| 2024-Q4 | Increased | 195,989 | +78.4% | $34.9M | 0.6% | $176.81 | 62 |
| 2024-Q3 | Decreased | 109,851 | -32.4% | $19.7M | 0.4% | $176.39 | 0 |
| 2024-Q2 | Increased | 162,500 | +1.2% | $27.7M | 0.6% | $168.05 | 41 |