Welch Financial Planning
IVV icon

Welch Financial Planning’s iShares Core S&P 500 ETF IVV Stock Holding History

Welch Financial Planning’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
Q3 		$319K Buy
416
+65
+19% +$49.6K 0.18% 55
2026
Q2 		$263K Hold
351
– – 0.15% 63
2026
Q1 		$229K Buy
+351
New +$240K 0.17% 62

Other funds holding IVV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
First Command Advisory Services
First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Alberta Investment Management Corp (AIMCo)
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return

Welch Financial Planning's IVV Position: Q3 2026 in Review

Welch Financial Planning increased its iShares Core S&P 500 ETF (IVV) stake by 19% in Q3 2026, buying an estimated $49.6K and bringing the position to 416 shares worth $319K. The position accounts for 0.18% of the portfolio, ranked #55.

Welch Financial Planning first reported a position in IVV in Q1 2026 and has held it in 3 quarters since. 2,907 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

  • Welch Financial Planning held 416 shares of iShares Core S&P 500 ETF worth $319K as of Q3 2026.
  • Welch Financial Planning bought 65 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $49.6K.
  • iShares Core S&P 500 ETF made up 0.18% of Welch Financial Planning's portfolio in Q3 2026, its #55 holding.
  • Welch Financial Planning first reported a position in iShares Core S&P 500 ETF in Q1 2026 and has held it in 3 quarters since.
  • 2,907 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Welch Financial Planning's 13F filing for Q3 2026, filed 6 Nov 2026.