How many shares of IVV does Merit Financial Group, LLC own?

As of 2026-Q2, Merit Financial Group, LLC holds 353,499 shares of IVV (ISHARES CORE S&P 500 ETF).

What is Merit Financial Group, LLC's IVV position worth?

As of 2026-Q2, Merit Financial Group, LLC's IVV position is worth $264.7M.

Is Merit Financial Group, LLC buying or selling IVV?

In 2026-Q2, Merit Financial Group, LLC increased their IVV position (+10.0% change in shares).

When did Merit Financial Group, LLC first buy IVV?

Based on available 13F filings, Merit Financial Group, LLC first reported a position in IVV in 2019-Q3. They have held the position across 28 quarters.

Back to MF Merit Financial Group, LLC

IVV
28 quarters

Position history for MFMerit Financial Group, LLC's holdings in ISHARES CORE S&P 500 ETF

Current Value

$264.7M

Current Shares

353,499

Total Value Change

+$261.7M

Total Shares Change

+343,266

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	353,499	+10.0%	$264.7M	1.6%	$748.89	53
2026-Q1	Increased	321,276	+11.3%	$209.9M	1.6%	$651.46	54
2025-Q4	Increased	288,582	+9.3%	$197.7M	1.6%	$681.29	53
2025-Q3	Increased	263,998	+4.0%	$176.7M	1.6%	$663.39	50
2025-Q2	Decreased	253,955	-4.1%	$157.7M	1.8%	$613.57	0
2025-Q1	Increased	264,917	+24.5%	$148.9M	2.2%	$553.53	63
2024-Q4	Increased	212,848	+20.6%	$125.3M	2.3%	$578.12	62
2024-Q3	Decreased	176,510	-25.0%	$101.8M	2.3%	$564.49	0
2024-Q2	Increased	235,413	+0.7%	$128.8M	2.8%	$536.31	52
2024-Q1	Increased	233,717	+24.2%	$120.1M	2.9%	$513.70	63
2023-Q4	Increased	188,110	+13.6%	$89.8M	2.7%	$465.22	58
2023-Q3	Increased	165,525	+17.1%	$71.1M	2.3%	$416.59	59
2023-Q2	Increased	141,325	+2.0%	$63M	2.0%	$428.12	52
2023-Q1	Increased	138,593	+7.2%	$57M	2.1%	$393.63	54
2022-Q4	Increased	129,327	+5.5%	$49.7M	1.8%	$368.33	49
2022-Q3	Decreased	122,539	-37.6%	$43.9M	1.9%	$340.52	0
2022-Q2	Increased	196,238	+77.7%	$74.4M	2.3%	$358.14	77
2022-Q1	Increased	110,415	+246.3%	$50.1M	3.0%	$427.21	87
2021-Q4	Decreased	31,889	-3.3%	$15.2M	1.5%	$447.67	0
2021-Q3	Decreased	32,982	-8.8%	$14.2M	1.5%	$403.05	0
2021-Q2	Increased	36,175	+6.0%	$15.6M	1.5%	$400.69	47
2021-Q1	Increased	34,117	+98.9%	$13.6M	1.4%	$369.70	71
2020-Q4	Increased	17,150	+13.1%	$6.4M	0.6%	$347.68	43
2020-Q3	Increased	15,164	+28.0%	$5.1M	0.5%	$309.89	40
2020-Q2	Decreased	11,843	-13.1%	$3.7M	0.4%	$284.28	0
2020-Q1	Decreased	13,634	-7.5%	$3.5M	0.4%	$236.22	0
2019-Q4	Increased	14,743	+44.1%	$4.8M	0.4%	$294.56	43
2019-Q3	New	10,233	-	$3.1M	0.3%	$269.53	44

Other major holders of IVV: Steward Partners Investment Advisory, LLC, BlackRock, Inc.

IVV28 quarters

IVV
28 quarters