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Benjamin Edwards Inc’s iShares S&P 500 Value ETF IVE Stock Holding History

Benjamin Edwards Inc’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 		$1.02M Buy
4,819
+304
+7% +$65.8K 0.01% 757
2025
Q4 		$958K Buy
4,515
+3,223
+249% +$675K 0.01% 730
2025
Q3 		$267K Buy
1,292
+90
+7% +$18.1K ﹤0.01% 1142
2025
Q2 		$235K Buy
1,202
+136
+13% +$25.3K ﹤0.01% 1073
2025
Q1 		$203K Sell
1,066
-398
-27% -$77K ﹤0.01% 1046
2024
Q4 		$279K Buy
1,464
+231
+19% +$45.8K ﹤0.01% 989
2024
Q3 		$243K Buy
+1,233
New +$234K ﹤0.01% 1015
2022
Q3 		– Sell
-91
Closed -$12K – 726
2022
Q2 		$12K Buy
91
+9
+11% +$1.33K ﹤0.01% 570
2022
Q1 		$13K Buy
82
+42
+105% +$6.46K ﹤0.01% 590
2021
Q4 		$6K Buy
+40
New +$6.08K ﹤0.01% 626
2020
Q3 		– Sell
-331
Closed -$36K – 374
2020
Q2 		$36K Sell
331
-9,674
-97% -$1.03M 0.03% 225
2020
Q1 		$963K Buy
10,005
+703
+8% +$83.7K 1% 20
2019
Q4 		$1.21M Buy
9,302
+82
+0.9% +$10.2K 2.47% 5
2019
Q3 		$1.1M Buy
9,220
+450
+5% +$52.8K 2.38% 4
2019
Q2 		$1.02M Buy
8,770
+87
+1% +$9.97K 2.47% 6
2019
Q1 		$979K Buy
+8,683
New +$953K 4.68% 3

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

Benjamin Edwards Inc's IVE Position: Q1 2026 in Review

Benjamin Edwards Inc increased its iShares S&P 500 Value ETF (IVE) stake by 6.7% in Q1 2026, buying an estimated $65.8K and bringing the position to 4,819 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #757.

Benjamin Edwards Inc first reported a position in IVE in Q1 2019 and has held it in 16 quarters since. The position peaked at $1.21M in Q4 2019. 1,704 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Benjamin Edwards Inc held 4,819 shares of iShares S&P 500 Value ETF worth $1.02M as of Q1 2026.
  • Benjamin Edwards Inc bought 304 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $65.8K.
  • iShares S&P 500 Value ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #757 holding.
  • Benjamin Edwards Inc first reported a position in iShares S&P 500 Value ETF in Q1 2019 and has held it in 16 quarters since.
  • Benjamin Edwards Inc's iShares S&P 500 Value ETF position peaked at $1.21M in Q4 2019.
  • 1,704 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.