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Ishares Tr shares owned by Merit Financial Group

Quarter-by-quarter ownership of Ishares Tr (IBDX) shares owned by Merit Financial Group from 13F filings

Historical chart of Merit Financial Group investment in Ishares Tr

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All positions including Ishares Tr held by Merit Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Merit Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $324k 13k 25.27
2025-12-31 $270k 11k 25.53
2025-09-30 $237k 9.3k 25.62

More positions owned by Merit Financial Group

Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Us Gwt (IUSG)
Gmo Etf Trust Gmo Us Quality E (QLTY)
Ishares Tr Core S&p Us Vlu (IUSV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds Value Etf (VTV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Vanguard World Mega Cap Val Etf (MGV)
Spdr Series Trust State Street Spd (SPTI)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Blackrock Etf Trust Ishares Intl Ctr (CORO)

View all positions for Merit Financial Group

Top funds holding Ishares Tr

Aptus Capital Advisors
Capital Investment Advisors
Morgan Stanley
Wells Fargo & Company
Capital Advisors
Bank of America Corporation
Summit Financial
Sigma Investment Counselors
UBS Group
Sailer Financial
Royal Bank of Canada
Ameriprise Financial
Sound View Wealth Advisors Group
Klingman & Associates
HighTower Advisors

View all funds holding Ishares Tr