MFG
IVV icon

Merit Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Merit Financial Group’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$265M Buy
353,499
+32,223
+10% +$23.5M 1.62% 9
2026
Q1 		$210M Buy
321,276
+32,694
+11% +$22.3M 1.56% 6
2025
Q4 		$198M Buy
288,582
+24,584
+9% +$16.7M 1.59% 7
2025
Q3 		$177M Buy
263,998
+10,043
+4% +$6.47M 1.62% 8
2025
Q2 		$158M Sell
253,955
-10,962
-4% -$6.29M 1.76% 7
2025
Q1 		$149M Buy
264,917
+52,069
+24% +$30.7M 2.23% 4
2024
Q4 		$125M Buy
212,848
+36,338
+21% +$21.5M 2.25% 7
2024
Q3 		$102M Sell
176,510
-58,903
-25% -$32.8M 2.28% 8
2024
Q2 		$129M Buy
235,413
+1,696
+0.7% +$892K 2.84% 6
2024
Q1 		$120M Buy
233,717
+45,607
+24% +$22.8M 2.86% 7
2023
Q4 		$89.8M Buy
188,110
+22,585
+14% +$10.1M 2.73% 7
2023
Q3 		$71.1M Buy
165,525
+24,200
+17% +$10.8M 2.33% 8
2023
Q2 		$63M Buy
141,325
+2,732
+2% +$1.15M 2.04% 10
2023
Q1 		$57M Buy
138,593
+9,266
+7% +$3.71M 2.07% 9
2022
Q4 		$49.7M Buy
129,327
+6,788
+6% +$2.62M 1.8% 11
2022
Q3 		$43.9M Sell
122,539
-73,699
-38% -$29.4M 1.91% 11
2022
Q2 		$74.4M Buy
196,238
+85,823
+78% +$35.3M 2.3% 9
2022
Q1 		$50.1M Buy
110,415
+78,526
+246% +$35.1M 3.02% 5
2021
Q4 		$15.2M Sell
31,889
-1,093
-3% -$504K 1.49% 6
2021
Q3 		$14.2M Sell
32,982
-3,193
-9% -$1.41M 1.49% 6
2021
Q2 		$15.6M Buy
36,175
+2,058
+6% +$862K 1.46% 7
2021
Q1 		$13.6M Buy
34,117
+16,967
+99% +$6.57M 1.42% 8
2020
Q4 		$6.44M Buy
17,150
+1,986
+13% +$707K 0.62% 11
2020
Q3 		$5.1M Buy
15,164
+3,321
+28% +$1.11M 0.47% 15
2020
Q2 		$3.67M Sell
11,843
-1,791
-13% -$526K 0.37% 22
2020
Q1 		$3.52M Sell
13,634
-1,109
-8% -$340K 0.39% 20
2019
Q4 		$4.76M Buy
14,743
+4,510
+44% +$1.4M 0.42% 16
2019
Q3 		$3.06M Buy
+10,233
New +$3.04M 0.33% 17
2018
Q3 		– Sell
-1,324
Closed -$361K – 118
2018
Q2 		$361K Buy
+1,324
New +$360K 0.06% 72

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BOF
Bank of Finland Helsinki, Finland $1.54B AUM 15.84% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Merit Financial Group's IVV Position: Q2 2026 in Review

Merit Financial Group increased its iShares Core S&P 500 ETF (IVV) stake by 10% in Q2 2026, buying an estimated $23.5M and bringing the position to 353,499 shares worth $265M. The position accounts for 1.62% of the portfolio, ranked #9.

Merit Financial Group first reported a position in IVV in Q2 2018 and has held it in 29 quarters since. 853 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Merit Financial Group held 353,499 shares of iShares Core S&P 500 ETF worth $265M as of Q2 2026.
  • Merit Financial Group bought 32,223 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $23.5M.
  • iShares Core S&P 500 ETF made up 1.62% of Merit Financial Group's portfolio in Q2 2026, its #9 holding.
  • Merit Financial Group first reported a position in iShares Core S&P 500 ETF in Q2 2018 and has held it in 29 quarters since.
  • 853 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.