Burton Enright Welch »

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

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Index held by Burton Enright Welch consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

More positions owned by Burton Enright Welch

Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Malvern Fds Core Bd Etf (VCRB)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Us Real Estate E (DFAR)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Chevron Corporation (CVX)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)

View all positions for Burton Enright Welch

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Creative Planning
Jpmorgan Chase & Co
Royal Bank of Canada
Wells Fargo & Company
Jones Financial Companies, L.L
NISA Investment Advisors
Pnc Financial Services
Bank of New York Mellon
Goldman Sachs Group
Capula Management
LPL Financial

View all funds holding iShares S&P 500 Index