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Benin Management Corp’s iShares Core S&P 500 ETF IVV Stock Holding History

Benin Management Corp’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 		$2.3M Buy
3,068
+140
+5% +$102K 0.47% 34
2026
Q1 		$1.91M Buy
2,928
+8
+0.3% +$5.46K 0.43% 36
2025
Q4 		$2M Hold
2,920
– – 0.45% 34
2025
Q3 		$1.95M Buy
2,920
+30
+1% +$19.3K 0.46% 35
2025
Q2 		$1.79M Hold
2,890
– – 0.47% 33
2025
Q1 		$1.62M Buy
2,890
+40
+1% +$23.6K 0.46% 32
2024
Q4 		$1.68M Buy
2,850
+44
+2% +$26K 0.46% 31
2024
Q3 		$1.62M Buy
2,806
+265
+10% +$147K 0.46% 31
2024
Q2 		$1.39M Buy
2,541
+82
+3% +$43.1K 0.42% 33
2024
Q1 		$1.29M Buy
2,459
+3
+0.1% +$1.5K 0.41% 33
2023
Q4 		$1.17M Buy
2,456
+5
+0.2% +$2.24K 0.4% 34
2023
Q3 		$1.05M Buy
2,451
+7
+0.3% +$3.13K 0.39% 36
2023
Q2 		$1.09M Buy
2,444
+57
+2% +$24K 0.39% 36
2023
Q1 		$981K Sell
2,387
-5
-0.2% -$2K 0.37% 36
2022
Q4 		$919K Buy
2,392
+30
+1% +$11.6K 0.37% 35
2022
Q3 		$847K Hold
2,362
– – 0.35% 36
2022
Q2 		$896K Hold
2,362
– – 0.34% 38
2022
Q1 		$1.07M Buy
2,362
+651
+38% +$291K 0.33% 36
2021
Q4 		$816K Sell
1,711
-13
-0.8% -$5.99K 0.25% 49
2021
Q3 		$743K Buy
1,724
+67
+4% +$29.7K 0.24% 53
2021
Q2 		$712K Buy
1,657
+235
+17% +$98.4K 0.23% 54
2021
Q1 		$566K Buy
1,422
+290
+26% +$112K 0.2% 59
2020
Q4 		$425K Buy
1,132
+177
+19% +$63K 0.17% 64
2020
Q3 		$321K Hold
955
– – 0.14% 71
2020
Q2 		$296K Hold
955
– – 0.13% 76
2020
Q1 		$247K Sell
955
-97
-9% -$29.7K 0.13% 76
2019
Q4 		$340K Sell
1,052
-5
-0.5% -$1.55K 0.14% 75
2019
Q3 		$316K Hold
1,057
– – 0.13% 77
2019
Q2 		$312K Hold
1,057
– – 0.13% 77
2019
Q1 		$301K Hold
1,057
– – 0.13% 75
2018
Q4 		$266K Hold
1,057
– – 0.13% 78
2018
Q3 		$309K Hold
1,057
– – 0.12% 81
2018
Q2 		$289K Buy
+1,057
New +$288K 0.13% 85

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
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
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Benin Management Corp's IVV Position: Q2 2026 in Review

Benin Management Corp increased its iShares Core S&P 500 ETF (IVV) stake by 4.8% in Q2 2026, buying an estimated $102K and bringing the position to 3,068 shares worth $2.3M. The position accounts for 0.47% of the portfolio, ranked #34.

Benin Management Corp first reported a position in IVV in Q2 2018 and has held it in 33 quarters since. 959 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Benin Management Corp held 3,068 shares of iShares Core S&P 500 ETF worth $2.3M as of Q2 2026.
  • Benin Management Corp bought 140 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $102K.
  • iShares Core S&P 500 ETF made up 0.47% of Benin Management Corp's portfolio in Q2 2026, its #34 holding.
  • Benin Management Corp first reported a position in iShares Core S&P 500 ETF in Q2 2018 and has held it in 33 quarters since.
  • 959 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Benin Management Corp's 13F filing for Q2 2026, filed 15 Jul 2026.