IFG Advisory’s Meritage Homes MTH Stock Holding History

IFG Advisory’s Portfolio MTH Stock Details MTH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-5,138	Closed	-$338K	–	693
2025 Q4	$338K	Buy	5,138 +601	+13%	+$41.6K	0.01%	606
2025 Q3	$329K	Buy	+4,537	New	+$337K	0.01%	615

Other funds holding MTH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

IFG Advisory's MTH Position: Q1 2026 in Review

IFG Advisory sold out of Meritage Homes (MTH) in Q1 2026, closing a stake of 5,138 shares — an estimated $338K sold.

IFG Advisory first reported a position in MTH in Q3 2025 and held it in 2 quarters. The position peaked at $338K in Q4 2025. 410 funds tracked by Wall St. Rank hold MTH as of Q1 2026.

IFG Advisory reported no remaining Meritage Homes position as of Q1 2026 after selling out during the quarter.
IFG Advisory sold 5,138 Meritage Homes shares in Q1 2026, an estimated $338K.
IFG Advisory first reported a position in Meritage Homes in Q3 2025 and held it in 2 quarters.
IFG Advisory's Meritage Homes position peaked at $338K in Q4 2025.
410 funds tracked by Wall St. Rank held Meritage Homes as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.