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IVV icon

Bensler’s iShares Core S&P 500 ETF IVV Stock Holding History

Bensler’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 		$1.03M Sell
1,376
-3
-0.2% -$2.19K 0.09% 101
2026
Q1 		$901K Buy
1,379
+45
+3% +$30.7K 0.09% 97
2025
Q4 		$913K Buy
1,334
+5
+0.4% +$3.4K 0.09% 98
2025
Q3 		$889K Buy
1,329
+23
+2% +$14.8K 0.09% 97
2025
Q2 		$811K Sell
1,306
-4
-0.3% -$2.3K 0.09% 94
2025
Q1 		$736K Buy
1,310
+213
+19% +$126K 0.09% 94
2024
Q4 		$646K Buy
1,097
+14
+1% +$8.29K 0.08% 102
2024
Q3 		$625K Sell
1,083
-22
-2% -$12.2K 0.08% 101
2024
Q2 		$605K Buy
1,105
+2
+0.2% +$1.05K 0.08% 102
2024
Q1 		$580K Sell
1,103
-272
-20% -$136K 0.08% 103
2023
Q4 		$657K Buy
1,375
+28
+2% +$12.5K 0.11% 98
2023
Q3 		$579K Sell
1,347
-46
-3% -$20.6K 0.11% 101
2023
Q2 		$621K Buy
1,393
+217
+18% +$91.4K 0.12% 102
2023
Q1 		$484K Buy
1,176
+409
+53% +$164K 0.1% 105
2022
Q4 		$295K Buy
767
+91
+13% +$35.1K 0.07% 121
2022
Q3 		$242K Buy
676
+2
+0.3% +$799 0.06% 130
2022
Q2 		$255K Buy
674
+2
+0.3% +$823 0.06% 131
2022
Q1 		$305K Buy
+672
New +$301K 0.06% 129

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

Bensler's IVV Position: Q2 2026 in Review

Bensler reduced its iShares Core S&P 500 ETF (IVV) stake by 0.22% in Q2 2026, selling an estimated $2.19K and leaving 1,376 shares worth $1.03M. The position accounts for 0.09% of the portfolio, ranked #101.

Bensler first reported a position in IVV in Q1 2022 and has held it in 18 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Bensler held 1,376 shares of iShares Core S&P 500 ETF worth $1.03M as of Q2 2026.
  • Bensler sold 3 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.19K.
  • iShares Core S&P 500 ETF made up 0.09% of Bensler's portfolio in Q2 2026, its #101 holding.
  • Bensler first reported a position in iShares Core S&P 500 ETF in Q1 2022 and has held it in 18 quarters since.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Bensler's 13F filing for Q2 2026, filed 23 Jul 2026.