Kestra 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
$1.14M Buy
11,008
+269
+3% +$27K ﹤0.01% 1736
2026
Q1
$965K Buy
10,739
+245
+2% +$23K ﹤0.01% 1763
2025
Q4
$990K Buy
10,494
+11
+0.1% +$1.03K ﹤0.01% 1659
2025
Q3
$969K Buy
10,483
+2,075
+25% +$185K ﹤0.01% 1615
2025
Q2
$721K Buy
8,408
+239
+3% +$18.9K ﹤0.01% 1706
2025
Q1
$631K Buy
8,169
+4,630
+131% +$377K ﹤0.01% 1668
2024
Q4
$287K Sell
3,539
-1,181
-25% -$96.4K ﹤0.01% 2253
2024
Q3
$374K Buy
4,720
+14
+0.3% +$1.07K ﹤0.01% 1954
2024
Q2
$354K Sell
4,706
-465
-9% -$33.6K ﹤0.01% 2022
2024
Q1
$375K Buy
5,171
+1,374
+36% +$94.6K ﹤0.01% 1850
2023
Q4
$250K Buy
+3,797
New +$233K ﹤0.01% 1970
2021
Q4
– Sell
-6,028
Closed -$366K – 2096
2021
Q3
$366K Sell
6,028
-13
-0.2% -$811 ﹤0.01% 1554
2021
Q2
$367K Sell
6,041
-1,775
-23% -$105K ﹤0.01% 1445
2021
Q1
$438K Sell
7,816
-18,744
-71% -$1.03M 0.01% 1256
2020
Q4
$1.43M Buy
26,560
+26,296
+9,961% +$1.35M 0.02% 714
2020
Q3
$854K Buy
+264
New +$12.6K 0.02% 672

Other funds holding MLRG

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

Kestra Advisory Services increased its iShares MSCI USA ETF (MLRG) stake by 2.5% in Q2 2026, buying an estimated $27K and bringing the position to 11,008 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1736.

Kestra Advisory Services first reported a position in MLRG in Q3 2020 and has held it in 16 quarters since. The position peaked at $1.43M in Q4 2020. 191 funds tracked by Wall St. Rank hold MLRG as of Q2 2026.

  • Kestra Advisory Services held 11,008 shares of iShares MSCI USA ETF worth $1.14M as of Q2 2026.
  • Kestra Advisory Services bought 269 iShares MSCI USA ETF shares in Q2 2026, an estimated $27K.
  • iShares MSCI USA ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1736 holding.
  • Kestra Advisory Services first reported a position in iShares MSCI USA ETF in Q3 2020 and has held it in 16 quarters since.
  • Kestra Advisory Services's iShares MSCI USA ETF position peaked at $1.43M in Q4 2020.
  • 191 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.