Wealth Forward LLC’s iShares MSCI USA ETF MLRG Stock Holding History

Wealth Forward LLC’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	$10.4M	Buy	100,803 +946	+0.9%	+$94.9K	5.2%	7
2026 Q1	$8.97M	Buy	99,857 +1,593	+2%	+$150K	5.06%	8
2025 Q4	$9.27M	Buy	98,264 +1,156	+1%	+$108K	5.24%	8
2025 Q3	$8.97M	Buy	+97,108	New	+$8.64M	5.21%	8

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

Wealth Forward LLC's MLRG Position: Q2 2026 in Review

Wealth Forward LLC increased its iShares MSCI USA ETF (MLRG) stake by 0.95% in Q2 2026, buying an estimated $94.9K and bringing the position to 100,803 shares worth $10.4M. The position accounts for 5.2% of the portfolio, ranked #7.

Wealth Forward LLC first reported a position in MLRG in Q3 2025 and has held it in 4 quarters since. 191 funds tracked by Wall St. Rank hold MLRG as of Q2 2026.

Wealth Forward LLC held 100,803 shares of iShares MSCI USA ETF worth $10.4M as of Q2 2026.
Wealth Forward LLC bought 946 iShares MSCI USA ETF shares in Q2 2026, an estimated $94.9K.
iShares MSCI USA ETF made up 5.2% of Wealth Forward LLC's portfolio in Q2 2026, its #7 holding.
Wealth Forward LLC first reported a position in iShares MSCI USA ETF in Q3 2025 and has held it in 4 quarters since.
191 funds tracked by Wall St. Rank held iShares MSCI USA ETF as of Q2 2026.

Based on Wealth Forward LLC's 13F filing for Q2 2026, filed 29 Jul 2026.