Great Valley Advisor Group’s iShares MSCI USA ETF MLRG Stock Holding History

Great Valley Advisor Group’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	$273K	Buy	2,638 +6	+0.2%	+$602	﹤0.01%	880
2026 Q1	$237K	Buy	2,632 +6	+0.2%	+$564	﹤0.01%	891
2025 Q4	$248K	Buy	2,626 +8	+0.3%	+$749	﹤0.01%	834
2025 Q3	$242K	Buy	2,618 +8	+0.3%	+$711	﹤0.01%	837
2025 Q2	$224K	Buy	2,610 +7	+0.3%	+$554	0.01%	836
2025 Q1	$201K	Buy	+2,603	New	+$212K	﹤0.01%	840

Other funds holding MLRG

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Great Valley Advisor Group's MLRG Position: Q2 2026 in Review

Great Valley Advisor Group increased its iShares MSCI USA ETF (MLRG) stake by 0.23% in Q2 2026, buying an estimated $602 and bringing the position to 2,638 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #880.

Great Valley Advisor Group first reported a position in MLRG in Q1 2025 and has held it in 6 quarters since. 191 funds tracked by Wall St. Rank hold MLRG as of Q2 2026.

Great Valley Advisor Group held 2,638 shares of iShares MSCI USA ETF worth $273K as of Q2 2026.
Great Valley Advisor Group bought 6 iShares MSCI USA ETF shares in Q2 2026, an estimated $602.
iShares MSCI USA ETF made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #880 holding.
Great Valley Advisor Group first reported a position in iShares MSCI USA ETF in Q1 2025 and has held it in 6 quarters since.
191 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.