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

Welch Investments’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
2017 Q4	$571K	Buy	+2,125	New	+$557K	0.36%	33

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Welch Investments's IVV Position: Q4 2017 in Review

Welch Investments opened a new position in iShares Core S&P 500 ETF (IVV) in Q4 2017: 2,125 shares worth $571K. The stake represents 0.36% of the portfolio and ranks #33 among its holdings.

1,352 funds tracked by Wall St. Rank hold IVV as of Q4 2017.

Welch Investments held 2,125 shares of iShares Core S&P 500 ETF worth $571K as of Q4 2017.
iShares Core S&P 500 ETF was a new Welch Investments position in Q4 2017.
iShares Core S&P 500 ETF made up 0.36% of Welch Investments's portfolio in Q4 2017, its #33 holding.
1,352 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2017.

Based on Welch Investments's 13F filing for Q4 2017, filed 30 Jan 2018.