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

Welch Group’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	$13.7M	Sell	18,233 -19	-0.1%	-$13.8K	0.47%	46
2026 Q1	$11.9M	Sell	18,252 -887	-5%	-$606K	0.45%	44
2025 Q4	$13.1M	Buy	19,139 +885	+5%	+$601K	0.51%	42
2025 Q3	$12.2M	Buy	18,254 +619	+4%	+$399K	0.48%	40
2025 Q2	$10.9M	Buy	17,635 +32	+0.2%	+$18.4K	0.46%	42
2025 Q1	$9.82M	Sell	17,603 -7,101	-29%	-$4.19M	0.43%	38
2024 Q4	$14.6M	Buy	24,704 +7,071	+40%	+$4.19M	0.66%	34
2024 Q3	$10.2M	Buy	17,633 +43	+0.2%	+$23.9K	0.44%	37
2024 Q2	$9.63M	Sell	17,590 -5	-0%	-$2.63K	0.46%	37
2024 Q1	$9.25M	Sell	17,595 -7,347	-29%	-$3.68M	0.46%	36
2023 Q4	$11.9M	Buy	24,942 +7,440	+43%	+$3.33M	0.64%	34
2023 Q3	$7.52M	Sell	17,502 -534	-3%	-$239K	0.45%	36
2023 Q2	$8.04M	Sell	18,036 -29	-0.2%	-$12.2K	0.46%	36
2023 Q1	$7.43M	Sell	18,065 -10,595	-37%	-$4.25M	0.43%	35
2022 Q4	$11M	Buy	+28,660	New	+$11.1M	0.63%	33
2022 Q3	–	Sell	-8,674	Closed	-$3.29M	–	194
2022 Q2	$3.29M	Buy	8,674 +1,111	+15%	+$457K	0.2%	51
2022 Q1	$3.43M	Sell	7,563 -31,580	-81%	-$14.1M	0.2%	56
2021 Q4	$18.7M	Buy	39,143 +31,138	+389%	+$14.3M	1.09%	31
2021 Q3	$3.45M	Sell	8,005 -34	-0.4%	-$15.1K	0.23%	52
2021 Q2	$3.46M	Sell	8,039 -98	-1%	-$41.1K	0.24%	47
2021 Q1	$3.24M	Sell	8,137 -6,469	-44%	-$2.5M	0.23%	44
2020 Q4	$5.48M	Buy	14,606 +11,639	+392%	+$4.14M	0.44%	38
2020 Q3	$997K	Buy	2,967 +41	+1%	+$13.6K	0.09%	65
2020 Q2	$906K	Sell	2,926 -11,427	-80%	-$3.36M	0.08%	63
2020 Q1	$3.71M	Sell	14,353 -16,239	-53%	-$4.98M	0.4%	36
2019 Q4	$9.89M	Buy	30,592 +20,773	+212%	+$6.43M	0.97%	32
2019 Q3	$2.93M	Buy	9,819 +6,679	+213%	+$1.99M	0.3%	37
2019 Q2	$926K	Sell	3,140 -144	-4%	-$41.7K	0.1%	56
2019 Q1	$934K	Sell	3,284 -65,922	-95%	-$18M	0.1%	51
2018 Q4	$17.4M	Buy	69,206 +68,403	+8,518%	+$18.6M	2.13%	29
2018 Q3	$235	Buy	+803	New	+$230K	0.02%	116
2018 Q1	–	Sell	-1,912	Closed	-$514K	–	144
2017 Q4	$514K	Buy	+1,912	New	+$501K	0.08%	64
2016 Q1	–	Sell	-10,878	Closed	-$2.23M	–	149
2015 Q4	$2.23M	Buy	+10,878	New	+$2.25M	0.4%	40

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

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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Welch Group's IVV Position: Q2 2026 in Review

Welch Group reduced its iShares Core S&P 500 ETF (IVV) stake by 0.1% in Q2 2026, selling an estimated $13.8K and leaving 18,233 shares worth $13.7M. The position accounts for 0.47% of the portfolio, ranked #46.

Welch Group first reported a position in IVV in Q4 2015 and has held it in 33 quarters since. The position peaked at $18.7M in Q4 2021. 1,947 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Welch Group held 18,233 shares of iShares Core S&P 500 ETF worth $13.7M as of Q2 2026.
Welch Group sold 19 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $13.8K.
iShares Core S&P 500 ETF made up 0.47% of Welch Group's portfolio in Q2 2026, its #46 holding.
Welch Group first reported a position in iShares Core S&P 500 ETF in Q4 2015 and has held it in 33 quarters since.
Welch Group's iShares Core S&P 500 ETF position peaked at $18.7M in Q4 2021.
1,947 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.