Bennett Selby Investments’s iShares Core S&P 500 ETF IVV Stock Holding History

Bennett Selby Investments’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	$1.05M	Hold	1,408	–	–	0.34%	42
2026 Q1	$920K	Hold	1,408	–	–	0.32%	44
2025 Q4	$964K	Hold	1,408	–	–	0.31%	44
2025 Q3	$942K	Hold	1,408	–	–	0.31%	47
2025 Q2	$874K	Hold	1,408	–	–	0.31%	48
2025 Q1	$791K	Hold	1,408	–	–	0.31%	49
2024 Q4	$829K	Hold	1,408	–	–	0.33%	42
2024 Q3	$812K	Hold	1,408	–	–	0.34%	43
2024 Q2	$771K	Hold	1,408	–	–	0.35%	40
2024 Q1	$740K	Buy	1,408 +26	+2%	+$13K	0.35%	41
2023 Q4	$660K	Sell	1,382 -637	-32%	-$285K	0.34%	39
2023 Q3	$867K	Buy	2,019 +636	+46%	+$284K	0.51%	32
2023 Q2	$616K	Hold	1,383	–	–	0.36%	38
2023 Q1	$569K	Hold	1,383	–	–	0.37%	38
2022 Q4	$531K	Sell	1,383 -36	-3%	-$13.9K	0.4%	39
2022 Q3	$509K	Hold	1,419	–	–	0.41%	37
2022 Q2	$538K	Sell	1,419 -174	-11%	-$71.6K	0.41%	36
2022 Q1	$723K	Buy	1,593 +93	+6%	+$41.6K	0.44%	35
2021 Q4	$715K	Sell	1,500 -18	-1%	-$8.29K	0.41%	35
2021 Q3	$654K	Hold	1,518	–	–	0.43%	37
2021 Q2	$653K	Sell	1,518 -25	-2%	-$10.5K	0.44%	36
2021 Q1	$614K	Sell	1,543 -137	-8%	-$53K	0.48%	38
2020 Q4	$631K	Buy	+1,680	New	+$598K	0.54%	37

Other funds holding IVV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Bennett Selby Investments's IVV Position: Q2 2026 in Review

Bennett Selby Investments held its iShares Core S&P 500 ETF (IVV) position steady in Q2 2026 at 1,408 shares worth $1.05M. The position accounts for 0.34% of the portfolio, ranked #42.

Bennett Selby Investments first reported a position in IVV in Q4 2020 and has held it in 23 quarters since. 2,407 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Bennett Selby Investments held 1,408 shares of iShares Core S&P 500 ETF worth $1.05M as of Q2 2026.
Bennett Selby Investments left its iShares Core S&P 500 ETF share count unchanged in Q2 2026.
iShares Core S&P 500 ETF made up 0.34% of Bennett Selby Investments's portfolio in Q2 2026, its #42 holding.
Bennett Selby Investments first reported a position in iShares Core S&P 500 ETF in Q4 2020 and has held it in 23 quarters since.
2,407 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Bennett Selby Investments's 13F filing for Q2 2026, filed 24 Jul 2026.