LKBC
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L.K. Benson & Company’s iShares Core S&P 500 ETF IVV Stock Holding History

L.K. Benson & Company’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 		$4.45M Sell
5,947
-134
-2% -$97.6K 1.34% 12
2026
Q1 		$3.97M Buy
6,081
+63
+1% +$43K 1.31% 12
2025
Q4 		$4.12M Sell
6,018
-770
-11% -$523K 2.07% 11
2025
Q3 		$4.54M Buy
6,788
+3,160
+87% +$2.04M 2.45% 8
2025
Q2 		$2.25M Buy
3,628
+1,033
+40% +$593K 1.38% 18
2025
Q1 		$1.46M Buy
2,595
+1,466
+130% +$866K 1.01% 24
2024
Q4 		$665K Buy
+1,129
New +$668K 0.47% 46

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

L.K. Benson & Company's IVV Position: Q2 2026 in Review

L.K. Benson & Company reduced its iShares Core S&P 500 ETF (IVV) stake by 2.2% in Q2 2026, selling an estimated $97.6K and leaving 5,947 shares worth $4.45M. The position accounts for 1.34% of the portfolio, ranked #12.

L.K. Benson & Company first reported a position in IVV in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.54M in Q3 2025. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • L.K. Benson & Company held 5,947 shares of iShares Core S&P 500 ETF worth $4.45M as of Q2 2026.
  • L.K. Benson & Company sold 134 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $97.6K.
  • iShares Core S&P 500 ETF made up 1.34% of L.K. Benson & Company's portfolio in Q2 2026, its #12 holding.
  • L.K. Benson & Company first reported a position in iShares Core S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • L.K. Benson & Company's iShares Core S&P 500 ETF position peaked at $4.54M in Q3 2025.
  • 4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on L.K. Benson & Company's 13F filing for Q2 2026, filed 24 Jul 2026.