Burton Enright Welch’s iShares Core S&P 500 ETF IVV Stock Holding History

Burton Enright Welch’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.41M	Sell	3,223 -12	-0.4%	-$8.74K	0.28%	45
2026 Q1	$2.11M	Sell	3,235 -74	-2%	-$50.5K	0.29%	42
2025 Q4	$2.27M	Buy	3,309 +195	+6%	+$132K	0.32%	43
2025 Q3	$2.08M	Hold	3,114	–	–	0.31%	39
2025 Q2	$1.93M	Buy	3,114 +1,757	+129%	+$1.01M	0.34%	40
2025 Q1	$762K	Sell	1,357 -106	-7%	-$62.6K	0.16%	52
2024 Q4	$861K	Buy	1,463 +228	+18%	+$135K	0.18%	50
2024 Q3	$712K	Hold	1,235	–	–	0.15%	50
2024 Q2	$676K	Sell	1,235 -1	-0.1%	-$526	0.16%	47
2024 Q1	$650K	Hold	1,236	–	–	0.16%	48
2023 Q4	$590K	Sell	1,236 -1	-0.1%	-$448	0.16%	50
2023 Q3	$531K	Buy	1,237 +778	+169%	+$348K	0.16%	45
2023 Q2	$205K	Buy	+459	New	+$193K	0.06%	67

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Burton Enright Welch's IVV Position: Q2 2026 in Review

Burton Enright Welch reduced its iShares Core S&P 500 ETF (IVV) stake by 0.37% in Q2 2026, selling an estimated $8.74K and leaving 3,223 shares worth $2.41M. The position accounts for 0.28% of the portfolio, ranked #45.

Burton Enright Welch first reported a position in IVV in Q2 2023 and has held it in 13 quarters since. 2,171 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Burton Enright Welch held 3,223 shares of iShares Core S&P 500 ETF worth $2.41M as of Q2 2026.
Burton Enright Welch sold 12 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $8.74K.
iShares Core S&P 500 ETF made up 0.28% of Burton Enright Welch's portfolio in Q2 2026, its #45 holding.
Burton Enright Welch first reported a position in iShares Core S&P 500 ETF in Q2 2023 and has held it in 13 quarters since.
2,171 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.