iShares S&P 500 Index shares owned by Merriman Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Merriman Wealth Management
from 13F filings
Historical chart of Merriman Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Merriman Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.8M | 17k | 525.72 |
| 2023-09-30 | $7.9M | 18k | 429.81 |
| 2023-06-30 | $7.6M | 17k | 445.70 |
| 2023-03-31 | $7.6M | 19k | 411.09 |
| 2022-12-31 | $7.8M | 20k | 384.21 |
| 2022-09-30 | $12M | 34k | 358.64 |
| 2022-06-30 | $8.7M | 23k | 379.16 |
| 2022-03-31 | $17M | 37k | 453.69 |
| 2021-12-31 | $11M | 23k | 477.00 |
| 2021-09-30 | $9.9M | 23k | 430.84 |
| 2021-06-30 | $10M | 23k | 429.91 |
| 2021-03-31 | $10M | 26k | 397.83 |
| 2020-12-31 | $10M | 27k | 375.42 |
| 2020-09-30 | $9.2M | 27k | 336.04 |
| 2020-06-30 | $9.3M | 30k | 309.68 |
| 2020-03-31 | $10M | 39k | 258.40 |
| 2019-12-31 | $13M | 41k | 323.23 |
| 2019-09-30 | $13M | 44k | 298.53 |
| 2019-06-30 | $141M | 48k | 2973.23 |
| 2019-03-31 | $14M | 50k | 284.55 |
| 2018-12-31 | $13M | 51k | 254.06 |
| 2018-09-30 | $1.7M | 5.9k | 292.69 |
| 2018-06-30 | $2.3M | 8.3k | 273.05 |
| 2018-03-31 | $2.9M | 11k | 265.35 |
| 2017-12-31 | $1.4M | 5.3k | 268.76 |
| 2017-09-30 | $978k | 3.9k | 252.86 |
| 2017-06-30 | $482k | 2.0k | 243.19 |
| 2017-03-31 | $470k | 2.0k | 237.25 |
| 2016-12-31 | $2.5M | 11k | 224.95 |
| 2016-09-30 | $2.1M | 9.4k | 217.51 |
| 2016-06-30 | $2.2M | 10k | 210.51 |
More positions owned by Merriman Wealth Management
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