iShares S&P 500 Index shares owned by Welch Group
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Welch Group
from 13F filings
Historical chart of Welch Group investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Welch Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $9.3M | 18k | 525.74 |
| 2023-12-31 | $12M | 25k | 477.63 |
| 2023-09-30 | $7.5M | 18k | 429.44 |
| 2023-06-30 | $8.0M | 18k | 445.72 |
| 2023-03-31 | $7.4M | 18k | 411.09 |
| 2022-12-31 | $11M | 29k | 384.21 |
| 2022-06-30 | $3.3M | 8.7k | 379.18 |
| 2022-03-31 | $3.4M | 7.6k | 453.66 |
| 2021-12-31 | $19M | 39k | 476.99 |
| 2021-09-30 | $3.4M | 8.0k | 430.86 |
| 2021-06-30 | $3.5M | 8.0k | 429.90 |
| 2021-03-31 | $3.2M | 8.1k | 397.81 |
| 2020-12-31 | $5.5M | 15k | 375.39 |
| 2020-09-30 | $997k | 3.0k | 336.03 |
| 2020-06-30 | $906k | 2.9k | 309.64 |
| 2020-03-31 | $3.7M | 14k | 258.41 |
| 2019-12-31 | $9.9M | 31k | 323.25 |
| 2019-09-30 | $2.9M | 9.8k | 298.50 |
| 2019-06-30 | $926k | 3.1k | 294.90 |
| 2019-03-31 | $934k | 3.3k | 284.41 |
| 2018-12-31 | $17M | 69k | 251.61 |
| 2018-09-30 | $235k | 803 | 292.65 |
| 2017-12-31 | $514k | 1.9k | 268.83 |
| 2015-12-31 | $2.2M | 11k | 204.91 |