Welch Group
IVW icon

Welch Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Welch Group’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$815K Buy
5,727
+59
+1% +$8.18K 0.03% 145
2026
Q2 		$780K Sell
5,668
-189
-3% -$25K 0.03% 149
2026
Q1 		$662K Sell
5,857
-2,018
-26% -$243K 0.02% 150
2025
Q4 		$971K Sell
7,875
-304
-4% -$37.2K 0.04% 121
2025
Q3 		$987K Buy
8,179
+2,983
+57% +$343K 0.04% 112
2025
Q2 		$572K Buy
5,196
+729
+16% +$72.2K 0.02% 142
2025
Q1 		$413K Buy
4,467
+665
+17% +$67K 0.02% 165
2024
Q4 		$389K Hold
3,802
– – 0.02% 177
2024
Q3 		$364K Hold
3,802
– – 0.02% 182
2024
Q2 		$352K Sell
3,802
-516
-12% -$44.5K 0.02% 176
2024
Q1 		$365K Buy
4,318
+277
+7% +$22.3K 0.02% 153
2023
Q4 		$303K Sell
4,041
-553
-12% -$39.4K 0.02% 173
2023
Q3 		$314K Sell
4,594
-2,347
-34% -$166K 0.02% 149
2023
Q2 		$489K Buy
6,941
+8
+0.1% +$529 0.03% 113
2023
Q1 		$443K Buy
6,933
+103
+2% +$6.3K 0.03% 116
2022
Q4 		$400K Buy
6,830
+112
+2% +$6.72K 0.02% 131
2022
Q3 		$389K Buy
6,718
+39
+0.6% +$2.53K 0.03% 113
2022
Q2 		$403K Sell
6,679
-122
-2% -$8.07K 0.02% 116
2022
Q1 		$519K Hold
6,801
– – 0.03% 113
2021
Q4 		$569K Buy
6,801
+22
+0.3% +$1.77K 0.03% 115
2021
Q3 		$501K Sell
6,779
-180
-3% -$13.7K 0.03% 108
2021
Q2 		$506K Buy
6,959
+21
+0.3% +$1.45K 0.03% 106
2021
Q1 		$452K Buy
6,938
+464
+7% +$30K 0.03% 111
2020
Q4 		$413K Sell
6,474
-14
-0.2% -$849 0.03% 103
2020
Q3 		$375K Buy
6,488
+1,720
+36% +$97.4K 0.03% 105
2020
Q2 		$247K Hold
4,768
– – 0.02% 116
2020
Q1 		$197K Buy
+4,768
New +$225K 0.02% 118

Other funds holding IVW

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Triad Wealth Partners
Triad Wealth Partners Lawrence, Kansas $1.81B AUM 14.65% 1-Year Est. Return
Encompass Wealth Advisors
Encompass Wealth Advisors Portland, Oregon $676M AUM 20.47% 1-Year Est. Return

Welch Group's IVW Position: Q3 2026 in Review

Welch Group increased its iShares S&P 500 Growth ETF (IVW) stake by 1% in Q3 2026, buying an estimated $8.18K and bringing the position to 5,727 shares worth $815K. The position accounts for 0.03% of the portfolio, ranked #145.

Welch Group first reported a position in IVW in Q1 2020 and has held it in 27 quarters since. The position peaked at $987K in Q3 2025. 1,027 funds tracked by Wall St. Rank hold IVW as of Q3 2026.

  • Welch Group held 5,727 shares of iShares S&P 500 Growth ETF worth $815K as of Q3 2026.
  • Welch Group bought 59 iShares S&P 500 Growth ETF shares in Q3 2026, an estimated $8.18K.
  • iShares S&P 500 Growth ETF made up 0.03% of Welch Group's portfolio in Q3 2026, its #145 holding.
  • Welch Group first reported a position in iShares S&P 500 Growth ETF in Q1 2020 and has held it in 27 quarters since.
  • Welch Group's iShares S&P 500 Growth ETF position peaked at $987K in Q3 2025.
  • 1,027 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.