MBI
MLRG

May Barnhard Investments’s iShares MSCI USA ETF MLRG Stock Holding History

May Barnhard Investments’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 		$1.6M Hold
15,465
– – 0.65% 36
2026
Q1 		$1.39M Hold
15,465
– – 0.67% 35
2025
Q4 		$1.46M Sell
15,465
-1
-0% -$94 0.69% 33
2025
Q3 		$1.43M Buy
15,466
+1
+0% +$89 0.66% 36
2025
Q2 		$1.33M Hold
15,465
– – 0.62% 39
2025
Q1 		$1.19M Hold
15,465
– – 0.6% 39
2024
Q4 		$1.26M Hold
15,465
– – 0.6% 38
2024
Q3 		$1.23M Hold
15,465
– – 0.6% 38
2024
Q2 		$1.16M Hold
15,465
– – 0.6% 39
2024
Q1 		$1.12M Hold
15,465
– – 0.56% 39
2023
Q4 		$1.02M Buy
+15,465
New +$951K 0.52% 37

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

May Barnhard Investments's MLRG Position: Q2 2026 in Review

May Barnhard Investments held its iShares MSCI USA ETF (MLRG) position steady in Q2 2026 at 15,465 shares worth $1.6M. The position accounts for 0.65% of the portfolio, ranked #36.

May Barnhard Investments first reported a position in MLRG in Q4 2023 and has held it in 11 quarters since. 191 funds tracked by Wall St. Rank hold MLRG as of Q2 2026.

  • May Barnhard Investments held 15,465 shares of iShares MSCI USA ETF worth $1.6M as of Q2 2026.
  • May Barnhard Investments left its iShares MSCI USA ETF share count unchanged in Q2 2026.
  • iShares MSCI USA ETF made up 0.65% of May Barnhard Investments's portfolio in Q2 2026, its #36 holding.
  • May Barnhard Investments first reported a position in iShares MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
  • 191 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q2 2026.

Based on May Barnhard Investments's 13F filing for Q2 2026, filed 21 Jul 2026.