ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

Merit Financial Group, LLC's Holding History (CIK: 0001621225)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 236,719 Value ($000) $29,178 Avg Close — Range —
Q3 2025
Shares 235,085 Value ($000) $28,379 Avg Close — Range —
Q2 2025
Shares 230,405 Value ($000) $25,368 Avg Close — Range —
Q1 2025
Shares 222,594 Value ($000) $20,663 Avg Close — Range —
Q4 2024
Shares 280,000 Value ($000) $28,428 Avg Close — Range —
Q3 2024
Shares 146,764 Value ($000) $14,053 Avg Close — Range —
Q2 2024
Shares 301,834 Value ($000) $27,932 Avg Close — Range —
Q1 2024
Shares 209,412 Value ($000) $17,459 Avg Close — Range —
Q4 2023
Shares 111,572 Value ($000) $8,379 Avg Close — Range —
Q3 2023
Shares 100,754 Value ($000) $6,894 Avg Close — Range —
Q2 2023
Shares 47,203 Value ($000) $3,327 Avg Close — Range —
Q1 2023
Shares 48,266 Value ($000) $3,084 Avg Close — Range —
Q4 2022
Shares 48,220 Value ($000) $2,821 Avg Close — Range —
Q3 2022
Shares 53,439 Value ($000) $3,091 Avg Close — Range —
Q2 2022
Shares 54,862 Value ($000) $3,311 Avg Close — Range —
Q1 2022
Shares 41,164 Value ($000) $3,144 Avg Close — Range —
Q4 2021
Shares 40,973 Value ($000) $3,428 Avg Close — Range —
Q3 2021
Shares 44,093 Value ($000) $3,259 Avg Close — Range —
Q2 2021
Shares 54,695 Value ($000) $3,978 Avg Close — Range —
Q1 2021
Shares 54,888 Value ($000) $3,574 Avg Close — Range —
Q4 2020
Shares 3,429 Value ($000) $219 Avg Close — Range —
Q3 2020
Shares 11,230 Value ($000) $2,595 Avg Close — Range —
Q2 2020
Shares 19,712 Value ($000) $4,090 Avg Close — Range —
Q1 2020
Shares 13,287 Value ($000) $2,193 Avg Close — Range —
Q4 2019
Shares 1,236 Value ($000) $239 Avg Close — Range —