Merrion Investment Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Merrion Investment 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	$286K	Hold	382	–	–	0.14%	99
2026 Q1	$250K	Hold	382	–	–	0.13%	100
2025 Q4	$262K	Hold	382	–	–	0.14%	102
2025 Q3	$256K	Hold	382	–	–	0.15%	101
2025 Q2	$237K	Hold	382	–	–	0.15%	99
2025 Q1	$215K	Hold	382	–	–	0.15%	97
2024 Q4	$225K	Buy	+382	New	+$226K	0.16%	95
2021 Q1	–	Sell	-315	Closed	-$118K	–	158
2020 Q4	$118K	Buy	+315	New	+$112K	0.1%	101

Other funds holding IVV

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

Merrion Investment Management's IVV Position: Q2 2026 in Review

Merrion Investment Management held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 382 shares worth $286K. The position accounts for 0.14% of the portfolio, ranked #99.

Merrion Investment Management first reported a position in IVV in Q4 2020 and has held it in 8 quarters since. 1,579 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Merrion Investment Management held 382 shares of iShares Core S&P 500 ETF worth $286K as of Q2 2026.
Merrion Investment Management left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.14% of Merrion Investment Management's portfolio in Q2 2026, its #99 holding.
Merrion Investment Management first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 8 quarters since.
1,579 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Merrion Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.