IFA
MLRG

Index Fund Advisors’s iShares MSCI USA ETF MLRG Stock Holding History

Index Fund 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 		$290K Hold
2,800
– – 0.01% 115
2026
Q1 		$252K Hold
2,800
– – 0.01% 116
2025
Q4 		$264K Hold
2,800
– – 0.01% 130
2025
Q3 		$259K Hold
2,800
– – 0.01% 128
2025
Q2 		$240K Hold
2,800
– – 0.01% 134
2025
Q1 		$216K Hold
2,800
– – 0.01% 92
2024
Q4 		$227K Hold
2,800
– – 0.01% 98
2024
Q3 		$222K Hold
2,800
– – 0.01% 99
2024
Q2 		$210K Hold
2,800
– – 0.01% 90
2024
Q1 		$203K Buy
+2,800
New +$193K 0.01% 92

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

Index Fund Advisors's MLRG Position: Q2 2026 in Review

Index Fund Advisors held its iShares MSCI USA ETF (MLRG) position steady in Q2 2026 at 2,800 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #115.

Index Fund Advisors first reported a position in MLRG in Q1 2024 and has held it in 10 quarters since. 191 funds tracked by Wall St. Rank hold MLRG as of Q2 2026.

  • Index Fund Advisors held 2,800 shares of iShares MSCI USA ETF worth $290K as of Q2 2026.
  • Index Fund Advisors left its iShares MSCI USA ETF share count unchanged in Q2 2026.
  • iShares MSCI USA ETF made up 0.01% of Index Fund Advisors's portfolio in Q2 2026, its #115 holding.
  • Index Fund Advisors first reported a position in iShares MSCI USA ETF in Q1 2024 and has held it in 10 quarters since.
  • 191 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q2 2026.

Based on Index Fund Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.