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Welch Group’s iShares S&P 100 ETF OEF Stock Holding History

Welch Group’s Portfolio OEF Stock Details OEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$337K Hold
920
– – 0.01% 235
2026
Q1 		$293K Hold
920
– – 0.01% 239
2025
Q4 		$316K Buy
920
+100
+12% +$34K 0.01% 232
2025
Q3 		$273K Hold
820
– – 0.01% 242
2025
Q2 		$250K Hold
820
– – 0.01% 231
2025
Q1 		$221K Hold
820
– – 0.01% 233
2024
Q4 		$238K Hold
820
– – 0.01% 232
2024
Q3 		$227K Hold
820
– – 0.01% 240
2024
Q2 		$217K Hold
820
– – 0.01% 236
2024
Q1 		$203K Buy
+820
New +$194K 0.01% 219

Other funds holding OEF

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
HTIM
Harbour Trust & Investment Management Michigan City, Indiana $1.04B AUM 29.41% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
AWA
Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

Welch Group's OEF Position: Q2 2026 in Review

Welch Group held its iShares S&P 100 ETF (OEF) position steady in Q2 2026 at 920 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #235.

Welch Group first reported a position in OEF in Q1 2024 and has held it in 10 quarters since. 436 funds tracked by Wall St. Rank hold OEF as of Q2 2026.

  • Welch Group held 920 shares of iShares S&P 100 ETF worth $337K as of Q2 2026.
  • Welch Group left its iShares S&P 100 ETF share count unchanged in Q2 2026.
  • iShares S&P 100 ETF made up 0.01% of Welch Group's portfolio in Q2 2026, its #235 holding.
  • Welch Group first reported a position in iShares S&P 100 ETF in Q1 2024 and has held it in 10 quarters since.
  • 436 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q2 2026.

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