Security National Bank’s iShares MSCI USA ETF MLRG Stock Holding History

Security National Bank’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	$109K	Hold	1,052	–	–	0.01%	189
2026 Q1	$94.5K	Sell	1,052 -106	-9%	-$9.96K	0.01%	188
2025 Q4	$109K	Hold	1,158	–	–	0.02%	179
2025 Q3	$107K	Hold	1,158	–	–	0.02%	183
2025 Q2	$99.3K	Hold	1,158	–	–	0.02%	171
2025 Q1	$89.5K	Sell	1,158 -142	-11%	-$11.6K	0.02%	171
2024 Q4	$106K	Hold	1,300	–	–	0.02%	156
2024 Q3	$103K	Hold	1,300	–	–	0.01%	148
2024 Q2	$97.7K	Hold	1,300	–	–	0.01%	149
2024 Q1	$94.2K	Hold	1,300	–	–	0.01%	149
2023 Q4	$85.5K	Buy	+1,300	New	+$79.9K	0.02%	159

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

Security National Bank's MLRG Position: Q2 2026 in Review

Security National Bank held its iShares MSCI USA ETF (MLRG) position steady in Q2 2026 at 1,052 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #189.

Security National Bank first reported a position in MLRG in Q4 2023 and has held it in 11 quarters since. The position peaked at $109K in Q4 2025. 191 funds tracked by Wall St. Rank hold MLRG as of Q2 2026.

Security National Bank held 1,052 shares of iShares MSCI USA ETF worth $109K as of Q2 2026.
Security National Bank left its iShares MSCI USA ETF share count unchanged in Q2 2026.
iShares MSCI USA ETF made up 0.01% of Security National Bank's portfolio in Q2 2026, its #189 holding.
Security National Bank first reported a position in iShares MSCI USA ETF in Q4 2023 and has held it in 11 quarters since.
Security National Bank's iShares MSCI USA ETF position peaked at $109K in Q4 2025.
191 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.