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Ishares Tr rus200 idx etf shares owned by Merit Financial Group

Quarter-by-quarter ownership of Ishares Tr rus200 idx etf (IWL) shares owned by Merit Financial Group from 13F filings

Historical chart of Merit Financial Group investment in Ishares Tr rus200 idx etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr rus200 idx etf 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 rus200 idx etf by Merit Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.8M 41k 166.10
2025-06-30 $5.8M 38k 153.12
2025-03-31 $10M 74k 137.41
2024-12-31 $9.0M 62k 144.71

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Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfli Intrmdit (SPTI)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
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Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Merit Financial Group

Top funds holding Ishares Tr rus200 idx etf

Morgan Stanley
Tompkins Financial Corp
Gilbert & Cook
Richmond Investment Services
Ameriprise Financial
Lido Advisors
LPL Financial
FreeGulliver
Heck Capital Advisors
Reliant Wealth Planning
Searcy Financial Services
Jpmorgan Chase & Co
Royal Bank of Canada
McKinley Carter Wealth Services
Prescott Group Capital Management

View all funds holding Ishares Tr rus200 idx etf