Welch Group’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12.2M | Buy |
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|
2025
Q2 | $10.9M | Buy |
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|
2025
Q1 | $9.82M | Sell |
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|
2024
Q4 | $14.6M | Buy |
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|
2024
Q3 | $10.2M | Buy |
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|
2024
Q2 | $9.63M | Sell |
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|
2024
Q1 | $9.25M | Sell |
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|
2023
Q4 | $11.9M | Buy |
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|
2023
Q3 | $7.52M | Sell |
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|
2023
Q2 | $8.04M | Sell |
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|
2023
Q1 | $7.43M | Sell |
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|
2022
Q4 | $11M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $3.29M | Buy |
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|
2022
Q1 | $3.43M | Sell |
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|
2021
Q4 | $18.7M | Buy |
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|
2021
Q3 | $3.45M | Sell |
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|
2021
Q2 | $3.46M | Sell |
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|
2021
Q1 | $3.24M | Sell |
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|
2020
Q4 | $5.48M | Buy |
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|
2020
Q3 | $997K | Buy |
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|
2020
Q2 | $906K | Sell |
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|
2020
Q1 | $3.71M | Sell |
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|
2019
Q4 | $9.89M | Buy |
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|
2019
Q3 | $2.93M | Buy |
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|
2019
Q2 | $926K | Sell |
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|
2019
Q1 | $934K | Sell |
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|
2018
Q4 | $17.4M | Buy |
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|
2018
Q3 | $235 | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $514K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $2.23M | Buy |
|