iShares S&P 500 Index shares owned by Burton Enright Welch
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Burton Enright Welch
from 13F filings
Historical chart of Burton Enright Welch investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Burton Enright Welch
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.3M | 3.3k | 685.00 |
| 2025-09-30 | $2.1M | 3.1k | 669.32 |
| 2025-06-30 | $1.9M | 3.1k | 620.89 |
| 2025-03-31 | $762k | 1.4k | 561.81 |
| 2024-12-31 | $861k | 1.5k | 588.56 |
| 2024-09-30 | $712k | 1.2k | 576.60 |
| 2024-06-30 | $676k | 1.2k | 547.02 |
| 2024-03-31 | $650k | 1.2k | 525.52 |
| 2023-12-31 | $590k | 1.2k | 477.44 |
| 2023-09-30 | $531k | 1.2k | 429.26 |
| 2023-06-30 | $205k | 459 | 445.84 |