APW
MLRG

Aurora Private Wealth’s iShares MSCI USA ETF MLRG Stock Holding History

Aurora Private Wealth’s Portfolio MLRG Stock Details MLRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$210K Sell
2,021
-686
-25% -$68.9K 0.13% 168
2026
Q1 		$255K Sell
2,707
-2,767
-51% -$260K 0.18% 135
2025
Q4 		$511K Buy
+5,474
New +$513K 0.34% 72
2025
Q2 		$314K Sell
3,661
-54
-1% -$4.28K 0.23% 113
2025
Q1 		$287K Buy
3,715
+10
+0.3% +$815 0.23% 106
2024
Q4 		$301K Hold
3,705
– – 0.23% 110
2024
Q3 		$294K Buy
3,705
+11
+0.3% +$840 0.23% 106
2024
Q2 		$278K Buy
3,694
+9
+0.2% +$651 0.24% 109
2024
Q1 		$266K Sell
3,685
-57
-2% -$3.93K 0.23% 113
2023
Q4 		$246K Buy
3,742
+330
+10% +$20.3K 0.23% 123
2023
Q3 		$201K Sell
3,412
-90
-3% -$5.52K 0.22% 124
2023
Q2 		$214K Buy
+3,502
New +$202K 0.24% 120
2022
Q2 		– Sell
-3,664
Closed -$230K – 188
2022
Q1 		$230K Buy
3,664
+11
+0.3% +$681 0.09% 168
2021
Q4 		$243K Buy
3,653
+25
+0.7% +$1.62K 0.11% 164
2021
Q3 		$220K Buy
3,628
+2
+0.1% +$125 0.09% 190
2021
Q2 		$220K Buy
3,626
+14
+0.4% +$826 0.09% 180
2021
Q1 		$203K Sell
3,612
-164
-4% -$9.02K 0.08% 195
2020
Q4 		$205K Buy
+3,776
New +$193K 0.09% 201
2020
Q2 		– Sell
-7,116
Closed -$261K – 203
2020
Q1 		$261K Buy
7,116
+2,656
+60% +$116K 0.09% 184
2019
Q4 		$206K Buy
+4,460
New +$196K 0.07% 186

Other funds holding MLRG

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Aurora Private Wealth's MLRG Position: Q2 2026 in Review

Aurora Private Wealth reduced its iShares MSCI USA ETF (MLRG) stake by 25% in Q2 2026, selling an estimated $68.9K and leaving 2,021 shares worth $210K. The position accounts for 0.13% of the portfolio, ranked #168.

Aurora Private Wealth first reported a position in MLRG in Q4 2019 and has held it in 20 quarters since. The position peaked at $511K in Q4 2025. 191 funds tracked by Wall St. Rank hold MLRG as of Q2 2026.

  • Aurora Private Wealth held 2,021 shares of iShares MSCI USA ETF worth $210K as of Q2 2026.
  • Aurora Private Wealth sold 686 iShares MSCI USA ETF shares in Q2 2026, an estimated $68.9K.
  • iShares MSCI USA ETF made up 0.13% of Aurora Private Wealth's portfolio in Q2 2026, its #168 holding.
  • Aurora Private Wealth first reported a position in iShares MSCI USA ETF in Q4 2019 and has held it in 20 quarters since.
  • Aurora Private Wealth's iShares MSCI USA ETF position peaked at $511K in Q4 2025.
  • 191 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.