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iShares S&P 500 Index shares owned by Merited Wealth

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Merited Wealth from 13F filings

Historical chart of Merited Wealth investment in iShares S&P 500 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Merited Wealth 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 Merited Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.5M 9.5k 687.08

More positions owned by Merited Wealth

Ishares Core S&p 500 Etf Etf - Equity (IVV)
Capital Group Core Balanced Etf Etf - Equity (CGBL)
Vanguard Total World Stock Etf Etf - Equity (VT)
Capital Group Global Equity Etf Etf - Equity (CGGE)
Capital Group Growth Etf Etf - Equity (CGGR)
Lennar Corp Common Stocks (LEN)
Dimensn Wrld C/eq 2 Etf Etf - Equity (DFAX)
Ishs Core Us Aggr Bd Etf Etf - Fixed Income (AGG)
Capital Group Dividend Grower Etf Etf - Equity (CGDG)
Jpmorgan Betabuilders Us Eqy Etf Etf - Equity (BBUS)
Dimensn Us Cor Eq 2 Etf Etf - Equity (DFAC)
Capital Group Core Equity Etf Etf - Equity (CGUS)
Vngrd Mega Cap Grwth Etf Etf - Equity (MGK)
Capital Group Core Bond Etf Etf - Fixed Income (CGCB)
Capital Group Global Grwt Eqy Etf Etf - Equity (CGGO)

View all positions for Merited Wealth

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Marshall Wace
Envestnet Asset Management
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
Jones Financial Companies, L.L
CI Private Wealth
NISA Investment Advisors
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
LPL Financial

View all funds holding iShares S&P 500 Index