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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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Benchmark Investment Advisors's IVE Position: Q1 2026 in Review

Benchmark Investment Advisors opened a new position in iShares S&P 500 Value ETF (IVE) in Q1 2026: 2,467 shares worth $521K. The stake represents 0.3% of the portfolio and ranks #52 among its holdings. This is a return to the name: Benchmark Investment Advisors previously reported a position in IVE as recently as Q3 2025.

Benchmark Investment Advisors first reported a position in IVE in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.12M in Q2 2022. 1,707 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Benchmark Investment Advisors held 2,467 shares of iShares S&P 500 Value ETF worth $521K as of Q1 2026.
  • iShares S&P 500 Value ETF was a new Benchmark Investment Advisors position in Q1 2026.
  • iShares S&P 500 Value ETF made up 0.3% of Benchmark Investment Advisors's portfolio in Q1 2026, its #52 holding.
  • Benchmark Investment Advisors first reported a position in iShares S&P 500 Value ETF in Q4 2021 and has held it in 16 quarters since.
  • Benchmark Investment Advisors's iShares S&P 500 Value ETF position peaked at $3.12M in Q2 2022.
  • 1,707 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Benchmark Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.