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

As of 2026-Q2, Merit Financial Group, LLC holds 236,673 shares of IVW (ISHARES S&P 500 GROWTH ETF).

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

As of 2026-Q2, Merit Financial Group, LLC's IVW position is worth $32.5M.

Is Merit Financial Group, LLC buying or selling IVW?

In 2026-Q2, Merit Financial Group, LLC decreased their IVW position (-1.5% change in shares).

When did Merit Financial Group, LLC first buy IVW?

Based on available 13F filings, Merit Financial Group, LLC first reported a position in IVW in 2019-Q4. They have held the position across 27 quarters.

Back to MF Merit Financial Group, LLC

IVW
27 quarters

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

Current Value

$32.5M

Current Shares

236,673

Total Value Change

+$32.3M

Total Shares Change

+235,437

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	236,673	-1.5%	$32.5M	0.2%	$137.53	0
2026-Q1	Increased	240,383	+1.6%	$27.2M	0.2%	$118.67	35
2025-Q4	Increased	236,719	+0.7%	$29.2M	0.2%	$124.16	35
2025-Q3	Increased	235,085	+2.0%	$28.4M	0.3%	$120.03	35
2025-Q2	Increased	230,405	+3.5%	$25.4M	0.3%	$109.25	35
2025-Q1	Decreased	222,594	-20.5%	$20.7M	0.3%	$92.24	0
2024-Q4	Increased	280,000	+90.8%	$28.4M	0.5%	$101.96	64
2024-Q3	Decreased	146,764	-51.4%	$14.1M	0.3%	$94.72	0
2024-Q2	Increased	301,834	+44.1%	$27.9M	0.6%	$91.87	55
2024-Q1	Increased	209,412	+87.7%	$17.5M	0.4%	$83.76	53
2023-Q4	Increased	111,572	+10.7%	$8.4M	0.3%	$74.42	36
2023-Q3	Increased	100,754	+113.5%	$6.9M	0.2%	$67.61	53
2023-Q2	Decreased	47,203	-2.2%	$3.3M	0.1%	$68.52	0
2023-Q1	Increased	48,266	+0.1%	$3.1M	0.1%	$61.89	31
2022-Q4	Decreased	48,220	-9.8%	$2.8M	0.1%	$57.32	0
2022-Q3	Decreased	53,439	-2.6%	$3.1M	0.1%	$57.52	0
2022-Q2	Increased	54,862	+33.3%	$3.3M	0.1%	$59.56	41
2022-Q1	Increased	41,164	+0.5%	$3.1M	0.2%	$75.66	32
2021-Q4	Decreased	40,973	-7.1%	$3.4M	0.3%	$81.80	0
2021-Q3	Decreased	44,093	-19.4%	$3.3M	0.3%	$72.34	0
2021-Q2	Decreased	54,695	-0.3%	$4M	0.4%	$70.59	0
2021-Q1	Increased	54,888	+1500.7%	$3.6M	0.4%	$62.29	51
2020-Q4	Decreased	3,429	-69.5%	$219,000	0.0%	$61.47	0
2020-Q3	Decreased	11,230	-43.0%	$2.6M	0.2%	$55.38	0
2020-Q2	Increased	19,712	+48.4%	$4.1M	0.4%	$49.10	44
2020-Q1	Increased	13,287	+975.0%	$2.2M	0.2%	$40.22	50
2019-Q4	New	1,236	-	$239,000	0.0%	$46.23	32

Other major holders of IVW: Steward Partners Investment Advisory, LLC, JPMORGAN CHASE & CO, ENVESTNET ASSET MANAGEMENT INC

IVW27 quarters

IVW
27 quarters