Benchmark Investment Advisors’s iShares S&P 500 Value ETF IVE Stock Holding History

Benchmark Investment Advisors’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$559K	Sell	2,464 -3	-0.1%	-$670	0.25%	48
2026 Q1	$521K	Buy	+2,467	New	+$534K	0.3%	52
2025 Q3	$667K	Buy	+3,232	New	+$649K	0.39%	50
2025 Q1	$784K	Sell	4,114 -171	-4%	-$33.1K	0.51%	48
2024 Q4	$818K	Sell	4,285 -705	-14%	-$140K	0.53%	44
2024 Q3	$984K	Sell	4,990 -30	-0.6%	-$5.7K	0.7%	40
2024 Q2	$914K	Sell	5,020 -174	-3%	-$31.7K	0.66%	38
2024 Q1	$970K	Sell	5,194 -5,094	-50%	-$905K	0.77%	37
2023 Q4	$1.79M	Sell	10,288 -3,848	-27%	-$618K	1.66%	19
2023 Q3	$2.17M	Sell	14,136 -1,584	-10%	-$256K	2.2%	9
2023 Q2	$2.53M	Sell	15,720 -512	-3%	-$78.8K	2.34%	9
2023 Q1	$2.46M	Sell	16,232 -922	-5%	-$139K	2.53%	6
2022 Q4	$2.49M	Sell	17,154 -314	-2%	-$44.8K	2.63%	4
2022 Q3	$2.25M	Sell	17,468 -5,210	-23%	-$738K	2.42%	8
2022 Q2	$3.12M	Buy	22,678 +7,574	+50%	+$1.12M	3.25%	4
2022 Q1	$2.35M	Buy	15,104 +1,597	+12%	+$246K	1.77%	10
2021 Q4	$2.12M	Buy	+13,507	New	+$2.05M	1.74%	15

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Benchmark Investment Advisors's IVE Position: Q2 2026 in Review

Benchmark Investment Advisors reduced its iShares S&P 500 Value ETF (IVE) stake by 0.12% in Q2 2026, selling an estimated $670 and leaving 2,464 shares worth $559K. The position accounts for 0.25% of the portfolio, ranked #48.

Benchmark Investment Advisors first reported a position in IVE in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.12M in Q2 2022. 1,769 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

Benchmark Investment Advisors held 2,464 shares of iShares S&P 500 Value ETF worth $559K as of Q2 2026.
Benchmark Investment Advisors sold 3 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $670.
iShares S&P 500 Value ETF made up 0.25% of Benchmark Investment Advisors's portfolio in Q2 2026, its #48 holding.
Benchmark Investment Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2021 and has held it in 17 quarters since.
Benchmark Investment Advisors's iShares S&P 500 Value ETF position peaked at $3.12M in Q2 2022.
1,769 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Benchmark Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.