WFP
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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
Q2 		$263K Hold
351
– – 0.15% 63
2026
Q1 		$229K Buy
+351
New +$240K 0.17% 62

Other funds holding IVV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Welch Financial Planning's IVV Position: Q2 2026 in Review

Welch Financial Planning held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 351 shares worth $263K. The position accounts for 0.15% of the portfolio, ranked #63.

Welch Financial Planning first reported a position in IVV in Q1 2026 and has held it in 2 quarters since. 2,711 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Welch Financial Planning held 351 shares of iShares Core S&P 500 ETF worth $263K as of Q2 2026.
  • Welch Financial Planning left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
  • iShares Core S&P 500 ETF made up 0.15% of Welch Financial Planning's portfolio in Q2 2026, its #63 holding.
  • Welch Financial Planning first reported a position in iShares Core S&P 500 ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,711 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.