Merit Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $158M | Sell |
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|
2025
Q1 | $149M | Buy |
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|
2024
Q4 | $125M | Buy |
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|
2024
Q3 | $102M | Sell |
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|
2024
Q2 | $129M | Buy |
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|
2024
Q1 | $120M | Buy |
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|
2023
Q4 | $89.8M | Buy |
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|
2023
Q3 | $71.1M | Buy |
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|
2023
Q2 | $63M | Buy |
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|
2023
Q1 | $57M | Buy |
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|
2022
Q4 | $49.7M | Buy |
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|
2022
Q3 | $43.9M | Sell |
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|
2022
Q2 | $74.4M | Buy |
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|
2022
Q1 | $50.1M | Buy |
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|
2021
Q4 | $15.2M | Sell |
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|
2021
Q3 | $14.2M | Sell |
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|
2021
Q2 | $15.6M | Buy |
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|
2021
Q1 | $13.6M | Buy |
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|
2020
Q4 | $6.44M | Buy |
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|
2020
Q3 | $5.1M | Buy |
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|
2020
Q2 | $3.67M | Sell |
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|
2020
Q1 | $3.52M | Sell |
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|
2019
Q4 | $4.76M | Buy |
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|
2019
Q3 | $3.06M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $361K | Buy |
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