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iShares S&P 500 Index shares owned by Welch Financial Planning

Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Welch Financial Planning from 13F filings

Historical chart of Welch Financial Planning 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 Welch Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Index by Welch Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $229k 351 653.65

More positions owned by Welch Financial Planning

Ishares Tr Core Divid Etf (DIVB)
Select Sector Spdr Tr State Street Tec (XLK)
Boeing Company (BA)
J P Morgan Exchange Traded F Active Growth (JGRO)
Managed Portfolio Series Leuthold Select (LST)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Innovator Etfs Trust Us Eqt Aclrtd 9 (XBJL)
Cambria Etf Tr Emrg Sharehldr (EYLD)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Spdr Index Shs Fds State Street Spd (EWX)
Wisdomtree Tr Emgring Mkts (EMMF)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Innovator Etfs Trust Equity Dual Dirc (DDFS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Innovator Etfs Trust Growth Accelerat (XDQQ)

View all positions for Welch Financial Planning

Top funds holding iShares S&P 500 Index

BlackRock
Northwestern Mutual Wealth Management Company
Envestnet Asset Management
Marshall Wace
Creative Planning
Morgan Stanley
Bank of America Corporation
Wells Fargo & Company
Jones Financial Companies, L.L
Royal Bank of Canada
NISA Investment Advisors
Pnc Financial Services
Goldman Sachs Group
Bank of New York Mellon
Millennium Management

View all funds holding iShares S&P 500 Index