MWM
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
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

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Meritas Wealth Management's IVV Position: Q2 2026 in Review

Meritas Wealth Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 1,510 shares worth $1.13M. The position accounts for 0.44% of the portfolio, ranked #24.

Meritas Wealth Management first reported a position in IVV in Q4 2022 and has held it in 15 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Meritas Wealth Management held 1,510 shares of iShares Core S&P 500 ETF worth $1.13M as of Q2 2026.
  • Meritas Wealth Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.44% of Meritas Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Meritas Wealth Management first reported a position in iShares Core S&P 500 ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Meritas Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.