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 Q3	$18M	Buy	23,488 +2,216	+10%	+$1.69M	4.29%	5
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	$2.86M	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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Command Advisory Services Fort Worth, Texas $18.4B AUM 14.74% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Benchmark Financial Wealth Advisors's IVV Position: Q3 2026 in Review

Benchmark Financial Wealth Advisors increased its iShares Core S&P 500 ETF (IVV) stake by 10% in Q3 2026, buying an estimated $1.69M and bringing the position to 23,488 shares worth $18M. The position accounts for 4.29% of the portfolio, ranked #5.

Benchmark Financial Wealth Advisors first reported a position in IVV in Q4 2018 and has held it in 32 quarters since. 3,061 funds tracked by Wall St. Rank hold IVV as of Q3 2026.

Benchmark Financial Wealth Advisors held 23,488 shares of iShares Core S&P 500 ETF worth $18M as of Q3 2026.
Benchmark Financial Wealth Advisors bought 2,216 iShares Core S&P 500 ETF shares in Q3 2026, an estimated $1.69M.
iShares Core S&P 500 ETF made up 4.29% of Benchmark Financial Wealth Advisors's portfolio in Q3 2026, its #5 holding.
Benchmark Financial Wealth Advisors first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 32 quarters since.
3,061 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q3 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.