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USIGUSIG
16 quarters

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

Merit Financial Group, LLC holds 166,298 shares of USIG (ISHARES TR), worth $8.5M as of 2026-Q2. The position was decreased (-53.3% shares). USIG represents 0.1% of Merit Financial Group, LLC's portfolio.

Current Value

$8.5M

Current Shares

166,298

Total Value Change

+$5.3M

Total Shares Change

+100,102

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
166,298
-53.3%
$8.5M0.1%$50.88
0
2026-Q1
Decreased
356,337
-73.1%
$18.3M0.1%$50.22
0
2025-Q4
Increased
1.3M
+7.0%
$68.5M0.5%$50.36
45
2025-Q3
Increased
1.2M
+2.7%
$64.5M0.6%$50.01
43
2025-Q2
Increased
1.2M
+4.4%
$61.9M0.7%$48.69
43
2025-Q1
Decreased
1.2M
-12.2%
$58.8M0.9%$47.80
0
2024-Q4
Increased
1.3M
+5.6%
$66M1.2%$46.69
49
2024-Q3
Decreased
1.2M
-6.7%
$65.3M1.5%$48.09
0
2024-Q2
Decreased
1.3M
-19.7%
$66.9M1.5%$45.41
0
2024-Q1
Increased
1.7M
+28.7%
$82.7M2.0%$45.41
59
2023-Q4
Increased
1.3M
+1006.2%
$66.1M2.0%$45.52
82
2023-Q3
Increased
116,525
+2.7%
$5.6M0.2%$42.08
33
2023-Q2
Increased
113,442
+10.9%
$5.7M0.2%$43.40
36
2023-Q1
Increased
102,330
+9.7%
$5.2M0.2%$43.46
35
2022-Q4
Increased
93,256
+40.9%
$4.6M0.2%$41.88
43
2022-Q3
New
66,196
-
$3.2M0.1%$40.50
44

Other major holders of USIG: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/, UBS Group AG

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