BEI
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Benjamin Edwards Inc’s iShares Core S&P 500 ETF IVV Stock Holding History

Benjamin Edwards Inc’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 		$37.6M Buy
50,090
+1,562
+3% +$1.14M 0.34% 79
2026
Q1 		$31.8M Buy
48,528
+1,707
+4% +$1.17M 0.32% 99
2025
Q4 		$32.1M Buy
46,821
+985
+2% +$669K 0.36% 78
2025
Q3 		$30.7M Buy
45,836
+1,128
+3% +$726K 0.35% 82
2025
Q2 		$27.8M Sell
44,708
-822
-2% -$472K 0.35% 80
2025
Q1 		$25.6M Sell
45,530
-1,503
-3% -$888K 0.36% 81
2024
Q4 		$27.7M Buy
47,033
+442
+0.9% +$262K 0.4% 70
2024
Q3 		$26.9M Buy
46,591
+45,029
+2,883% +$25M 0.39% 73
2024
Q2 		$855K Sell
1,562
-42
-3% -$22.1K 0.16% 145
2024
Q1 		$843K Buy
1,604
+12
+0.8% +$6K 0.17% 144
2023
Q4 		$760K Sell
1,592
-25
-2% -$11.2K 0.17% 154
2023
Q3 		$694K Buy
1,617
+17
+1% +$7.6K 0.16% 147
2023
Q2 		$713K Buy
1,600
+26
+2% +$11K 0.17% 143
2023
Q1 		$647K Sell
1,574
-63
-4% -$25.3K 0.16% 155
2022
Q4 		$629K Buy
1,637
+6
+0.4% +$2.31K 0.17% 155
2022
Q3 		$585K Sell
1,631
-3
-0.2% -$1.2K 0.18% 152
2022
Q2 		$619K Sell
1,634
-98
-6% -$40.3K 0.18% 146
2022
Q1 		$786K Buy
1,732
+1,252
+261% +$560K 0.23% 130
2021
Q4 		$229K Buy
480
+26
+6% +$12K 0.07% 243
2021
Q3 		$196K Buy
454
+27
+6% +$12K 0.12% 178
2021
Q2 		$184K Buy
427
+44
+11% +$18.4K 0.13% 173
2021
Q1 		$152K Buy
383
+73
+24% +$28.3K 0.12% 174
2020
Q4 		$116K Buy
310
+63
+26% +$22.4K 0.09% 181
2020
Q3 		$83K Sell
247
-5
-2% -$1.66K 0.07% 178
2020
Q2 		$78K Sell
252
-11
-4% -$3.23K 0.07% 169
2020
Q1 		$68K Buy
+263
New +$80.6K 0.07% 154

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Benjamin Edwards Inc's IVV Position: Q2 2026 in Review

Benjamin Edwards Inc increased its iShares Core S&P 500 ETF (IVV) stake by 3.2% in Q2 2026, buying an estimated $1.14M and bringing the position to 50,090 shares worth $37.6M. The position accounts for 0.34% of the portfolio, ranked #79.

Benjamin Edwards Inc first reported a position in IVV in Q1 2020 and has held it in 26 quarters since. 4,084 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Benjamin Edwards Inc held 50,090 shares of iShares Core S&P 500 ETF worth $37.6M as of Q2 2026.
  • Benjamin Edwards Inc bought 1,562 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.14M.
  • iShares Core S&P 500 ETF made up 0.34% of Benjamin Edwards Inc's portfolio in Q2 2026, its #79 holding.
  • Benjamin Edwards Inc first reported a position in iShares Core S&P 500 ETF in Q1 2020 and has held it in 26 quarters since.
  • 4,084 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.