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	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$10.9M	Buy	17,635 +32	+0.2%	+$19.9K	0.46%	42
2025 Q1	$9.82M	Sell	17,603 -7,101	-29%	-$3.96M	0.43%	38
2024 Q4	$14.6M	Buy	24,704 +7,071	+40%	+$4.18M	0.66%	34
2024 Q3	$10.2M	Buy	17,633 +43	+0.2%	+$24.8K	0.44%	37
2024 Q2	$9.63M	Sell	17,590 -5	-0%	-$2.74K	0.46%	37
2024 Q1	$9.25M	Sell	17,595 -7,347	-29%	-$3.86M	0.46%	36
2023 Q4	$11.9M	Buy	24,942 +7,440	+43%	+$3.55M	0.64%	34
2023 Q3	$7.52M	Sell	17,502 -534	-3%	-$229K	0.45%	36
2023 Q2	$8.04M	Sell	18,036 -29	-0.2%	-$12.9K	0.46%	36
2023 Q1	$7.43M	Sell	18,065 -10,595	-37%	-$4.36M	0.43%	35
2022 Q4	$11M	Buy	+28,660	New	+$11M	0.63%	33
2022 Q3	–	Sell	-8,674	Closed	-$3.29M	–	194
2022 Q2	$3.29M	Buy	8,674 +1,111	+15%	+$421K	0.2%	51
2022 Q1	$3.43M	Sell	7,563 -31,580	-81%	-$14.3M	0.2%	56
2021 Q4	$18.7M	Buy	39,143 +31,138	+389%	+$14.9M	1.09%	31
2021 Q3	$3.45M	Sell	8,005 -34	-0.4%	-$14.6K	0.23%	52
2021 Q2	$3.46M	Sell	8,039 -98	-1%	-$42.1K	0.24%	47
2021 Q1	$3.24M	Sell	8,137 -6,469	-44%	-$2.57M	0.23%	44
2020 Q4	$5.48M	Buy	14,606 +11,639	+392%	+$4.37M	0.44%	38
2020 Q3	$997K	Buy	2,967 +41	+1%	+$13.8K	0.09%	65
2020 Q2	$906K	Sell	2,926 -11,427	-80%	-$3.54M	0.08%	63
2020 Q1	$3.71M	Sell	14,353 -16,239	-53%	-$4.2M	0.4%	36
2019 Q4	$9.89M	Buy	30,592 +20,773	+212%	+$6.71M	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%	-$42.5K	0.1%	56
2019 Q1	$934K	Sell	3,284 -65,922	-95%	-$18.7M	0.1%	51
2018 Q4	$17.4M	Buy	69,206 +68,403	+8,518%	+$17.2M	2.13%	29
2018 Q3	$235	Buy	+803	New	+$235	0.02%	116
2018 Q1	–	Sell	-1,912	Closed	-$514K	–	144
2017 Q4	$514K	Buy	+1,912	New	+$514K	0.08%	64
2016 Q1	–	Sell	-10,878	Closed	-$2.23M	–	149
2015 Q4	$2.23M	Buy	+10,878	New	+$2.23M	0.4%	40