Skip to main content

IVC Wealth Advisors LLC

SEC CIK
0001842811
Latest filing
Jul 14, 2026

MRK holding history

Merck & Co., Inc. in every 13F filed by IVC Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MRK overviewAll 13F holders of MRKFull Q2 2026 holdings

Shares (Q2 2026)
21,139
Value
$2.72M
% of portfolio
1.1%
Quarters held
22
Since Q1 2021
Holdings of MRK by IVC Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621,139$2.72M1.1%−55−0.3%ReducedHolders
Q1 202621,194$2.55M1.1%−463−2.1%ReducedHolders
Q4 202521,657$2.28M1.0%+2,913+15.5%AddedHolders
Q3 202518,744$1.57M0.7%−462−2.4%ReducedHolders
Q2 202519,206$1.52M0.7%−193−1.0%ReducedHolders
Q1 202519,399$1.74M0.9%−866−4.3%ReducedHolders
Q4 202420,265$2.02M1.1%−1,121−5.2%ReducedHolders
Q3 202421,386$2.43M1.3%−416−1.9%ReducedHolders
Q2 202421,802$2.70M1.5%+42+0.2%AddedHolders
Q1 202421,760$2.87M1.7%+592+2.8%AddedHolders
Q4 202321,168$2.31M1.4%+425+2.0%AddedHolders
Q3 202320,743$2.14M1.4%+25+0.1%AddedHolders
Q2 202320,718$2.39M1.5%−62−0.3%ReducedHolders
Q1 202320,780$2.21M1.6%−330−1.6%ReducedHolders
Q4 202221,110$2.34M1.7%−62−0.3%ReducedHolders
Q3 202221,172$1.82M1.5%+10.0%AddedHolders
Q2 202221,171$1.93M1.5%+143+0.7%AddedHolders
Q1 202221,028$1.73M1.1%+786+3.9%AddedHolders
Q4 202120,242$1.55M1.0%+11+0.1%AddedHolders
Q3 202120,231$1.52M1.0%−443−2.1%ReducedHolders
Q2 202120,674$1.61M1.1%+402+2.0%AddedHolders
Q1 202120,272$1.56M1.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.