Janney Montgomery Scott
MLRG

Janney Montgomery Scott’s iShares MSCI USA ETF MLRG Stock Holding History

Janney Montgomery Scott’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 		$206K Buy
+1,988
New +$200K ﹤0.01% 2978
2025
Q2 		– Sell
-4,465
Closed -$345K – 2761
2025
Q1 		$345K Buy
+4,465
New +$364K ﹤0.01% 2220
2018
Q1 		– Sell
-6,840
Closed -$272K – 1966
2017
Q4 		$272K Buy
+6,840
New +$266K ﹤0.01% 1635

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

Janney Montgomery Scott's MLRG Position: Q2 2026 in Review

Janney Montgomery Scott opened a new position in iShares MSCI USA ETF (MLRG) in Q2 2026: 1,988 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #2978 among its holdings. This is a return to the name: Janney Montgomery Scott previously reported a position in MLRG as recently as Q1 2025.

Janney Montgomery Scott first reported a position in MLRG in Q4 2017 and has held it in 3 quarters since. The position peaked at $345K in Q1 2025. 191 funds tracked by Wall St. Rank hold MLRG as of Q2 2026.

  • Janney Montgomery Scott held 1,988 shares of iShares MSCI USA ETF worth $206K as of Q2 2026.
  • iShares MSCI USA ETF was a new Janney Montgomery Scott position in Q2 2026.
  • iShares MSCI USA ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2978 holding.
  • Janney Montgomery Scott first reported a position in iShares MSCI USA ETF in Q4 2017 and has held it in 3 quarters since.
  • Janney Montgomery Scott's iShares MSCI USA ETF position peaked at $345K in Q1 2025.
  • 191 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.