Diversify Advisory Services’s iShares MSCI USA ETF MLRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$295K Buy
+2,880
New +$289K ﹤0.01% 1061
2026
Q1
– Sell
-3,213
Closed -$308K – 528
2025
Q4
$308K Sell
3,213
-14
-0.4% -$1.31K 0.01% 753
2025
Q3
$306K Sell
3,227
-25
-0.8% -$2.22K 0.01% 714
2025
Q2
$290K Sell
3,252
-3
-0.1% -$237 0.01% 690
2025
Q1
$250K Sell
3,255
-1,212
-27% -$98.7K 0.02% 553
2024
Q4
$360K Sell
4,467
-50
-1% -$4.08K 0.02% 441
2024
Q3
$364K Sell
4,517
-750
-14% -$57.3K 0.02% 454
2024
Q2
$404K Sell
5,267
-420
-7% -$30.4K 0.02% 420
2024
Q1
$411K Buy
+5,687
New +$392K 0.02% 470

Other funds holding MLRG

Diversify Advisory Services's MLRG Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares MSCI USA ETF (MLRG) in Q2 2026: 2,880 shares worth $295K. The stake represents ﹤0.01% of the portfolio and ranks #1061 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in MLRG as recently as Q4 2025.

Diversify Advisory Services first reported a position in MLRG in Q1 2024 and has held it in 9 quarters since. The position peaked at $411K in Q1 2024. 191 funds tracked by Wall St. Rank hold MLRG as of Q2 2026.

  • Diversify Advisory Services held 2,880 shares of iShares MSCI USA ETF worth $295K as of Q2 2026.
  • iShares MSCI USA ETF was a new Diversify Advisory Services position in Q2 2026.
  • iShares MSCI USA ETF made up ﹤0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1061 holding.
  • Diversify Advisory Services first reported a position in iShares MSCI USA ETF in Q1 2024 and has held it in 9 quarters since.
  • Diversify Advisory Services's iShares MSCI USA ETF position peaked at $411K in Q1 2024.
  • 191 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.