Meritas Wealth Management
IVV icon

Meritas Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Meritas Wealth Management’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
Q3 		$1.15M Sell
1,507
-3
-0.2% -$2.29K 0.42% 25
2026
Q2 		$1.13M Hold
1,510
– – 0.44% 24
2026
Q1 		$986K Buy
1,510
+79
+6% +$53.9K 0.45% 25
2025
Q4 		$980K Sell
1,431
-16
-1% -$10.9K 0.47% 25
2025
Q3 		$969K Hold
1,447
– – 0.48% 25
2025
Q2 		$898K Sell
1,447
-41
-3% -$23.5K 0.49% 26
2025
Q1 		$836K Sell
1,488
-8
-0.5% -$4.72K 0.49% 26
2024
Q4 		$881K Sell
1,496
-94
-6% -$55.6K 0.53% 24
2024
Q3 		$917K Hold
1,590
– – 0.57% 24
2024
Q2 		$870K Sell
1,590
-22
-1% -$11.6K 0.61% 24
2024
Q1 		$847K Buy
1,612
+5
+0.3% +$2.5K 0.59% 24
2023
Q4 		$767K Sell
1,607
-7
-0.4% -$3.13K 0.58% 22
2023
Q3 		$693K Sell
1,614
-6
-0.4% -$2.68K 0.53% 22
2023
Q2 		$722K Sell
1,620
-10
-0.6% -$4.21K 0.54% 21
2023
Q1 		$670K Sell
1,630
-170
-9% -$68.2K 0.53% 23
2022
Q4 		$692K Buy
+1,800
New +$695K 0.57% 21

Other funds holding IVV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Meritas Wealth Management's IVV Position: Q3 2026 in Review

Meritas Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 0.2% in Q3 2026, selling an estimated $2.29K and leaving 1,507 shares worth $1.15M. The position accounts for 0.42% of the portfolio, ranked #25.

Meritas Wealth Management first reported a position in IVV in Q4 2022 and has held it in 16 quarters since. 3,416 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Meritas Wealth Management held 1,507 shares of iShares Core S&P 500 ETF worth $1.15M as of Q3 2026.
  • Meritas Wealth Management sold 3 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $2.29K.
  • iShares Core S&P 500 ETF made up 0.42% of Meritas Wealth Management's portfolio in Q3 2026, its #25 holding.
  • Meritas Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 16 quarters since.
  • 3,416 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Meritas Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.