iShares S&P 500 Growth Index shares owned by Merit Financial Group
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Merit Financial Group
from 13F filings
Historical chart of Merit Financial Group investment in iShares S&P 500 Growth Index
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Quarterly reported holdings in iShares S&P 500 Growth Index by Merit Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $28M | 235k | 120.72 |
| 2025-06-30 | $25M | 230k | 110.10 |
| 2025-03-31 | $21M | 223k | 92.83 |
| 2024-12-31 | $28M | 280k | 101.53 |
| 2024-09-30 | $14M | 147k | 95.75 |
| 2024-03-31 | $18M | 209k | 83.37 |
| 2023-12-31 | $8.4M | 112k | 75.10 |
| 2023-09-30 | $6.9M | 101k | 68.42 |
| 2023-06-30 | $3.3M | 47k | 70.48 |
| 2023-03-31 | $3.1M | 48k | 63.89 |
| 2022-12-31 | $2.8M | 48k | 58.50 |
| 2022-09-30 | $3.1M | 53k | 57.84 |
| 2022-06-30 | $3.3M | 55k | 60.35 |
| 2022-03-31 | $3.1M | 41k | 76.38 |
| 2021-12-31 | $3.4M | 41k | 83.66 |
| 2021-09-30 | $3.3M | 44k | 73.91 |
| 2021-06-30 | $4.0M | 55k | 72.73 |
| 2021-03-31 | $3.6M | 55k | 65.11 |
| 2020-12-31 | $219k | 3.4k | 63.87 |
| 2020-09-30 | $2.6M | 11k | 231.08 |
| 2020-06-30 | $4.1M | 20k | 207.49 |
| 2020-03-31 | $2.2M | 13k | 165.05 |
| 2019-12-31 | $239k | 1.2k | 193.37 |