iShares S&P 500 Value Index shares owned by Merit Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Merit Financial Group
from 13F filings
Historical chart of Merit Financial Group investment in iShares S&P 500 Value Index
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All positions including iShares S&P 500 Value Index held by Merit Financial Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Value Index by Merit Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 87k | 206.30 |
| 2025-06-30 | $16M | 83k | 195.42 |
| 2025-03-31 | $15M | 76k | 190.58 |
| 2024-12-31 | $14M | 74k | 190.88 |
| 2024-09-30 | $6.6M | 33k | 197.17 |
| 2024-03-31 | $11M | 63k | 180.32 |
| 2023-12-31 | $378k | 2.2k | 173.92 |
| 2023-09-30 | $299k | 1.9k | 153.82 |
| 2023-06-30 | $314k | 2.0k | 161.17 |
| 2023-03-31 | $358k | 2.4k | 151.75 |
| 2022-12-31 | $342k | 2.4k | 145.08 |
| 2022-09-30 | $221k | 1.7k | 128.41 |
| 2022-06-30 | $207k | 1.5k | 137.54 |