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

Merit Financial Group, LLC holds 26,564 shares of SCZ (ISHARES TR), worth $2.2M as of 2026-Q2. The position was increased (+1.7% shares). SCZ represents 0.0% of Merit Financial Group, LLC's portfolio.

Current Value

$2.2M

Current Shares

26,564

Total Value Change

+$1.4M

Total Shares Change

+14,830

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
26,564
+1.7%
$2.2M0.0%$82.27
26
2026-Q1
Increased
26,117
+49.8%
$2M0.0%$81.69
36
2025-Q4
Increased
17,430
+2.6%
$1.4M0.0%$77.88
26
2025-Q3
Increased
16,988
+0.3%
$1.3M0.0%$75.04
25
2025-Q2
Increased
16,940
+41.9%
$1.2M0.0%$71.01
34
2025-Q1
Increased
11,940
+0.0%
$758,5220.0%$62.14
25
2024-Q4
Increased
11,937
+1.7%
$725,1700.0%$58.80
25
2024-Q3
Increased
11,734
+0.3%
$794,4190.0%$64.12
25

Other major holders of SCZ: JONES FINANCIAL COMPANIES LLLP

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