BFWA
IVV icon

Benchmark Financial Wealth Advisors’s iShares Core S&P 500 ETF IVV Stock Holding History

Benchmark Financial Wealth Advisors’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
2026
Q2 		$15.9M Buy
21,272
+1,835
+9% +$1.34M 3.93% 6
2026
Q1 		$12.7M Buy
19,437
+6,313
+48% +$4.31M 3.52% 6
2025
Q4 		$8.99M Buy
13,124
+2,420
+23% +$1.64M 2.58% 9
2025
Q3 		$7.16M Buy
10,704
+3,656
+52% +$2.35M 2.16% 13
2025
Q2 		$4.38M Sell
7,048
-1,064
-13% -$611K 1.45% 19
2025
Q1 		$4.56M Buy
8,112
+2,979
+58% +$1.76M 1.72% 15
2024
Q4 		$3.02M Buy
5,133
+2,172
+73% +$1.29M 0.97% 22
2024
Q3 		$1.71M Buy
2,961
+74
+3% +$41.1K 0.57% 25
2024
Q2 		$1.58M Sell
2,887
-482
-14% -$253K 0.59% 24
2024
Q1 		$1.77M Buy
3,369
+114
+4% +$57K 0.68% 22
2023
Q4 		$1.55M Buy
3,255
+105
+3% +$47K 0.67% 23
2023
Q3 		$1.35M Buy
3,150
+179
+6% +$80.1K 0.64% 24
2023
Q2 		$1.32M Buy
2,971
+327
+12% +$138K 0.61% 23
2023
Q1 		$1.09M Buy
2,644
+250
+10% +$100K 0.56% 23
2022
Q4 		$920K Buy
2,394
+107
+5% +$41.3K 0.5% 25
2022
Q3 		$820K Sell
2,287
-130
-5% -$51.9K 0.48% 28
2022
Q2 		$916K Buy
2,417
+322
+15% +$132K 0.47% 28
2022
Q1 		$951K Buy
2,095
+4
+0.2% +$1.79K 0.4% 29
2021
Q4 		$997K Buy
2,091
+263
+14% +$121K 0.42% 29
2021
Q3 		$787K Sell
1,828
-497
-21% -$220K 0.37% 30
2021
Q2 		$1M Buy
2,325
+40
+2% +$16.8K 0.48% 30
2021
Q1 		$909K Sell
2,285
-2,852
-56% -$1.1M 0.5% 27
2020
Q4 		$1.93M Buy
5,137
+712
+16% +$253K 1.06% 21
2020
Q3 		$1.49M Buy
4,425
+47
+1% +$15.6K 0.96% 21
2020
Q2 		$1.36M Sell
4,378
-5,092
-54% -$1.5M 1% 20
2020
Q1 		$2.45M Buy
9,470
+605
+7% +$185K 2.46% 11
2019
Q4 		$2.87M Buy
8,865
+1,527
+21% +$473K 2.37% 10
2019
Q3 		$2.19M Buy
7,338
+2,738
+60% +$814K 2.15% 9
2019
Q2 		$1.36M Buy
4,600
+623
+16% +$181K 1.32% 12
2019
Q1 		$1.13M Buy
3,977
+885
+29% +$242K 1.18% 12
2018
Q4 		$778K Buy
+3,092
New +$840K 0.96% 13

Other funds holding IVV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
CI
Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

Benchmark Financial Wealth Advisors's IVV Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 9.4% in Q2 2026, buying an estimated $1.34M and bringing the position to 21,272 shares worth $15.9M. The position accounts for 3.93% of the portfolio, ranked #6.

Benchmark Financial Wealth Advisors first reported a position in IVV in Q4 2018 and has held it in 31 quarters since. 1,365 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Benchmark Financial Wealth Advisors held 21,272 shares of iShares Core S&P 500 ETF worth $15.9M as of Q2 2026.
  • Benchmark Financial Wealth Advisors bought 1,835 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.34M.
  • iShares Core S&P 500 ETF made up 3.93% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #6 holding.
  • Benchmark Financial Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,365 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.