Realta Investment Advisors’s iShares MSCI USA ETF MLRG Stock Holding History

Realta Investment 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	$92.5K	Hold	892	–	–	0.03%	243
2026 Q1	$80.2K	Hold	892	–	–	0.03%	237
2025 Q4	$84.2K	Hold	892	–	–	0.03%	228
2025 Q3	$82.4K	Hold	892	–	–	0.03%	219
2025 Q2	$76.5K	Hold	892	–	–	0.03%	211
2025 Q1	$68.9K	Hold	892	–	–	0.03%	215
2024 Q4	$73.2K	Hold	892	–	–	0.03%	232
2024 Q3	$72.1K	Hold	892	–	–	0.03%	225
2024 Q2	$67.1K	Hold	892	–	–	0.01%	505
2024 Q1	$64.6K	Buy	+892	New	+$61.4K	0.01%	527
2023 Q4	–	Sell	-1,189	Closed	-$72.6K	–	597
2023 Q3	$72.6K	Hold	1,189	–	–	0.02%	497
2023 Q2	$72.6K	Buy	+1,189	New	+$68.6K	0.02%	524
2023 Q1	–	Sell	-1,187	Closed	-$62.5K	–	607
2022 Q4	$62.5K	Buy	1,187 +2	+0.2%	+$106	0.02%	538
2022 Q3	$59K	Buy	+1,185	New	+$65K	0.02%	516
2020 Q1	–	Sell	-1,676	Closed	-$75K	–	820
2019 Q4	$75K	Hold	1,676	–	–	0.02%	570
2019 Q3	$70K	Buy	1,676 +4	+0.2%	+$166	0.02%	582
2019 Q2	$70K	Buy	1,672 +780	+87%	+$31.9K	0.02%	596
2019 Q1	$36K	Buy	+892	New	+$34.3K	0.02%	630

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

Realta Investment Advisors's MLRG Position: Q2 2026 in Review

Realta Investment Advisors held its iShares MSCI USA ETF (MLRG) position steady in Q2 2026 at 892 shares worth $92.5K. The position accounts for 0.03% of the portfolio, ranked #243.

Realta Investment Advisors first reported a position in MLRG in Q1 2019 and has held it in 18 quarters since. 191 funds tracked by Wall St. Rank hold MLRG as of Q2 2026.

Realta Investment Advisors held 892 shares of iShares MSCI USA ETF worth $92.5K as of Q2 2026.
Realta Investment Advisors left its iShares MSCI USA ETF share count unchanged in Q2 2026.
iShares MSCI USA ETF made up 0.03% of Realta Investment Advisors's portfolio in Q2 2026, its #243 holding.
Realta Investment Advisors first reported a position in iShares MSCI USA ETF in Q1 2019 and has held it in 18 quarters since.
191 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.