BEI
IVW icon

Benjamin Edwards Inc’s iShares S&P 500 Growth ETF IVW Stock Holding History

Benjamin Edwards Inc’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.27M Buy
46,625
+5,706
+14% +$686K 0.05% 322
2025
Q4 		$5.04M Buy
40,919
+8,444
+26% +$1.03M 0.06% 303
2025
Q3 		$3.92M Buy
32,475
+1,443
+5% +$166K 0.04% 346
2025
Q2 		$3.42M Buy
31,032
+22,242
+253% +$2.2M 0.04% 348
2025
Q1 		$816K Sell
8,790
-399
-4% -$40.2K 0.01% 641
2024
Q4 		$933K Buy
9,189
+13
+0.1% +$1.3K 0.01% 630
2024
Q3 		$879K Buy
+9,176
New +$847K 0.01% 630
2022
Q3 		– Sell
-266
Closed -$16K – 727
2022
Q2 		$16K Sell
266
-38
-13% -$2.52K ﹤0.01% 540
2022
Q1 		$23K Buy
304
+81
+36% +$6.08K 0.01% 539
2021
Q4 		$19K Buy
+223
New +$18K 0.01% 528
2020
Q3 		– Sell
-952
Closed -$49K – 375
2020
Q2 		$49K Sell
952
-16,620
-95% -$797K 0.04% 202
2020
Q1 		$725K Sell
17,572
-28
-0.2% -$1.32K 0.75% 38
2019
Q4 		$852K Sell
17,600
-5,840
-25% -$271K 1.74% 11
2019
Q3 		$1.05M Buy
23,440
+464
+2% +$21K 2.28% 7
2019
Q2 		$1.03M Sell
22,976
-916
-4% -$40.3K 2.49% 5
2019
Q1 		$1.03M Buy
+23,892
New +$979K 4.93% 2

Other funds holding IVW

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Benjamin Edwards Inc increased its iShares S&P 500 Growth ETF (IVW) stake by 14% in Q1 2026, buying an estimated $686K and bringing the position to 46,625 shares worth $5.27M. The position accounts for 0.05% of the portfolio, ranked #322.

Benjamin Edwards Inc first reported a position in IVW in Q1 2019 and has held it in 16 quarters since. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • Benjamin Edwards Inc held 46,625 shares of iShares S&P 500 Growth ETF worth $5.27M as of Q1 2026.
  • Benjamin Edwards Inc bought 5,706 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $686K.
  • iShares S&P 500 Growth ETF made up 0.05% of Benjamin Edwards Inc's portfolio in Q1 2026, its #322 holding.
  • Benjamin Edwards Inc first reported a position in iShares S&P 500 Growth ETF in Q1 2019 and has held it in 16 quarters since.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

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