Position history for Merit Financial Group, LLC's holdings in ISHARES TR
Merit Financial Group, LLC holds 321,276 shares of IVV (ISHARES TR), 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
Other major holders of IVV: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 321,276 |
+11.3% |
| $209.9M |
| 1.6% |
| $683.37 |
54 |
| 2025-Q4 | Increased | 288,582 | +9.3% | $197.7M | 1.6% | $689.92 | 53 |
| 2025-Q3 | Increased | 264,002 | +4.0% | $176.7M | 1.6% | $664.41 | 50 |
| 2025-Q2 | Decreased | 253,955 | -4.1% | $157.7M | 1.8% | $613.43 | 0 |
| 2025-Q1 | Increased | 264,917 | +24.5% | $148.9M | 2.2% | $552.75 | 63 |
| 2024-Q4 | Increased | 212,848 | +20.6% | $125.3M | 2.3% | $583.48 | 62 |
| 2024-Q3 | Decreased | 176,510 | -25.0% | $101.8M | 2.3% | $564.81 | 0 |
| 2024-Q2 | Increased | 235,413 | +0.7% | $128.8M | 2.8% | $536.31 | 52 |