Bensler’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bensler’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 Q2	$2.47M	Buy	17,970 +4	+0%	+$528	0.22%	69
2026 Q1	$2.03M	Buy	17,966 +169	+0.9%	+$20.3K	0.21%	76
2025 Q4	$2.19M	Sell	17,797 -2,489	-12%	-$305K	0.22%	76
2025 Q3	$2.45M	Sell	20,286 -936	-4%	-$108K	0.25%	71
2025 Q2	$2.34M	Buy	21,222 +4	+0%	+$396	0.26%	74
2025 Q1	$1.97M	Buy	21,218 +1,393	+7%	+$140K	0.25%	77
2024 Q4	$2.01M	Buy	19,825 +5	+0%	+$499	0.24%	80
2024 Q3	$1.9M	Buy	19,820 +6	+0%	+$554	0.24%	79
2024 Q2	$1.83M	Buy	19,814 +3	+0%	+$259	0.25%	75
2024 Q1	$1.67M	Sell	19,811 -1,766	-8%	-$142K	0.24%	79
2023 Q4	$1.62M	Buy	21,577 +16	+0.1%	+$1.14K	0.27%	80
2023 Q3	$1.48M	Buy	21,561 +45	+0.2%	+$3.19K	0.28%	79
2023 Q2	$1.52M	Buy	21,516 +6	+0%	+$397	0.29%	83
2023 Q1	$1.37M	Sell	21,510 -851	-4%	-$52K	0.28%	87
2022 Q4	$1.31M	Buy	22,361 +1,653	+8%	+$99.3K	0.29%	88
2022 Q3	$1.2M	Buy	20,708 +41	+0.2%	+$2.66K	0.29%	88
2022 Q2	$1.25M	Sell	20,667 -73	-0.4%	-$4.83K	0.3%	83
2022 Q1	$1.58M	Buy	20,740 +15,290	+281%	+$1.15M	0.33%	84
2021 Q4	$456K	Buy	+5,450	New	+$439K	0.13%	73

Other funds holding IVW

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

SIA

Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Bensler's IVW Position: Q2 2026 in Review

Bensler increased its iShares S&P 500 Growth ETF (IVW) stake by 0.02% in Q2 2026, buying an estimated $528 and bringing the position to 17,970 shares worth $2.47M. The position accounts for 0.22% of the portfolio, ranked #69.

Bensler first reported a position in IVW in Q4 2021 and has held it in 19 quarters since. 845 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Bensler held 17,970 shares of iShares S&P 500 Growth ETF worth $2.47M as of Q2 2026.
Bensler bought 4 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $528.
iShares S&P 500 Growth ETF made up 0.22% of Bensler's portfolio in Q2 2026, its #69 holding.
Bensler first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 19 quarters since.
845 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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