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IVV
Showing 8 of 27 quarters

Position history for Merit Financial Group, LLC's holdings in iShares Trust CORE S&P500 ETF

Merit Financial Group, LLC holds 321,276 shares of IVV (iShares Trust CORE S&P500 ETF), worth $209.9M as of 2026-Q1. The position was increased (+11.3% shares). IVV represents 1.6% of Merit Financial Group, LLC's portfolio.

Current Value

$209.9M

Current Shares

321,276

Total Value Change

+$81M

Total Shares Change

+85,863

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
321,276
+11.3%
$209.9M1.6%$683.37
54
2025-Q4
Increased
288,582
+9.3%
$197.7M1.6%$689.92
53
2025-Q3
Increased
264,002
+4.0%
$176.7M1.6%$664.41
50
2025-Q2
Decreased
253,955
-4.1%
$157.7M1.8%$613.43
0
2025-Q1
Increased
264,917
+24.5%
$148.9M2.2%$552.75
63
2024-Q4
Increased
212,848
+20.6%
$125.3M2.3%$583.48
62
2024-Q3
Decreased
176,510
-25.0%
$101.8M2.3%$564.81
0
2024-Q2
Increased
235,413
+0.7%
$128.8M2.8%$536.31
52

Other major holders of IVV: BlackRock, Inc.

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