Position history for Merit Financial Group, LLC's holdings in ISHARES TR
Merit Financial Group, LLC holds 173,406 shares of USMV (ISHARES TR), worth $16.1M as of 2026-Q1. The position was increased (+24.2% shares). USMV represents 0.1% of Merit Financial Group, LLC's portfolio.
Current Value
$16.1M
Current Shares
173,406
Total Value Change
+$9.7M
Total Shares Change
+96,987
Other major holders of USMV: ENVESTNET ASSET MANAGEMENT INC, MORGAN STANLEY
Increased |
| 173,406 |
+24.2% |
| $16.1M |
| 0.1% |
| $97.21 |
41 |
| 2025-Q4 | Increased | 139,648 | +1.4% | $13.1M | 0.1% | $94.95 | 34 |
| 2025-Q3 | Increased | 137,700 | +0.3% | $13.1M | 0.1% | $94.33 | 33 |
| 2025-Q2 | Increased | 137,220 | +40.6% | $12.9M | 0.1% | $92.27 | 44 |
| 2025-Q1 | Increased | 97,585 | +27.0% | $9.1M | 0.1% | $91.68 | 41 |
| 2024-Q4 | Increased | 76,827 | +9.5% | $6.8M | 0.1% | $87.40 | 36 |
| 2024-Q3 | Decreased | 70,167 | -8.2% | $6.4M | 0.1% | $89.30 | 0 |
| 2024-Q2 | Decreased | 76,419 | -5.7% | $6.4M | 0.1% | $81.96 | 0 |