iShares S&P 500 Index shares owned by Merit Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Merit Financial Group
from 13F filings
Historical chart of Merit Financial Group investment in iShares S&P 500 Index
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All positions including iShares S&P 500 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 Index by Merit Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $90M | 188k | 477.63 |
| 2023-09-30 | $71M | 166k | 429.43 |
| 2023-06-30 | $63M | 141k | 445.71 |
| 2023-03-31 | $57M | 139k | 411.08 |
| 2022-12-31 | $50M | 129k | 384.21 |
| 2022-09-30 | $44M | 123k | 358.65 |
| 2022-06-30 | $74M | 196k | 379.15 |
| 2022-03-31 | $50M | 110k | 453.69 |
| 2021-12-31 | $15M | 32k | 477.00 |
| 2021-09-30 | $14M | 33k | 430.81 |
| 2021-06-30 | $16M | 36k | 429.94 |
| 2021-03-31 | $14M | 34k | 397.81 |
| 2020-12-31 | $6.4M | 17k | 375.39 |
| 2020-09-30 | $5.1M | 15k | 336.06 |
| 2020-06-30 | $3.7M | 12k | 309.72 |
| 2020-03-31 | $3.5M | 14k | 258.40 |
| 2019-12-31 | $4.8M | 15k | 323.20 |
| 2019-09-30 | $3.1M | 10k | 298.54 |
| 2018-06-30 | $361k | 1.3k | 272.66 |