HHM Wealth Advisors’s iShares MSCI USA ETF MLRG Stock Holding History

HHM Wealth Advisors’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	$207K	Hold	2,000	–	–	0.02%	209
2026 Q1	$180K	Hold	2,000	–	–	0.02%	206
2025 Q4	$189K	Hold	2,000	–	–	0.02%	204
2025 Q3	$185K	Hold	2,000	–	–	0.02%	215
2025 Q2	$172K	Hold	2,000	–	–	0.02%	224
2025 Q1	$155K	Hold	2,000	–	–	0.02%	220
2024 Q4	$162K	Hold	2,000	–	–	0.02%	205
2024 Q3	$158K	Hold	2,000	–	–	0.02%	204
2024 Q2	$150K	Hold	2,000	–	–	0.02%	205
2024 Q1	$145K	Hold	2,000	–	–	0.02%	176
2023 Q4	$132K	Hold	2,000	–	–	0.02%	185
2023 Q3	$118K	Hold	2,000	–	–	0.02%	187
2023 Q2	$122K	Hold	2,000	–	–	0.02%	187
2023 Q1	$113K	Hold	2,000	–	–	0.02%	186
2022 Q4	$105K	Sell	2,000 -895	-31%	-$47.4K	0.02%	168
2022 Q3	$143K	Hold	2,895	–	–	0.04%	135
2022 Q2	$150K	Hold	2,895	–	–	0.04%	154
2022 Q1	$182K	Hold	2,895	–	–	0.04%	152
2021 Q4	$192K	Hold	2,895	–	–	0.05%	141
2021 Q3	$176K	Sell	2,895 -65	-2%	-$4.06K	0.05%	137
2021 Q2	$180K	Sell	2,960 -100	-3%	-$5.9K	0.05%	147
2021 Q1	$172K	Hold	3,060	–	–	0.05%	129
2020 Q4	$166K	Hold	3,060	–	–	0.06%	116
2020 Q3	$149K	Hold	3,060	–	–	0.06%	109
2020 Q2	$134K	Hold	3,060	–	–	0.06%	108
2020 Q1	$112K	Buy	+3,060	New	+$134K	0.05%	111

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

HHM Wealth Advisors's MLRG Position: Q2 2026 in Review

HHM Wealth Advisors held its iShares MSCI USA ETF (MLRG) position steady in Q2 2026 at 2,000 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #209.

HHM Wealth Advisors first reported a position in MLRG in Q1 2020 and has held it in 26 quarters since. 191 funds tracked by Wall St. Rank hold MLRG as of Q2 2026.

HHM Wealth Advisors held 2,000 shares of iShares MSCI USA ETF worth $207K as of Q2 2026.
HHM Wealth Advisors left its iShares MSCI USA ETF share count unchanged in Q2 2026.
iShares MSCI USA ETF made up 0.02% of HHM Wealth Advisors's portfolio in Q2 2026, its #209 holding.
HHM Wealth Advisors first reported a position in iShares MSCI USA ETF in Q1 2020 and has held it in 26 quarters since.
191 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.