Security Benefit Life Insurance Company’s iShares Core S&P 500 ETF IVV Stock Holding History

Security Benefit Life Insurance 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	$3.59M	Sell	4,800 -400	-8%	-$291K	1.98%	7
2026 Q1	$3.4M	Sell	5,200 -1,300	-20%	-$888K	1.78%	8
2025 Q4	$4.45M	Buy	6,500 +700	+12%	+$475K	1.84%	7
2025 Q3	$3.88M	Sell	5,800 -1,000	-15%	-$644K	1.56%	8
2025 Q2	$4.22M	Hold	6,800	–	–	1.99%	6
2025 Q1	$3.82M	Buy	6,800 +400	+6%	+$236K	1.43%	8
2024 Q4	$3.77M	Hold	6,400	–	–	1.23%	6
2024 Q3	$3.69M	Sell	6,400 -2,200	-26%	-$1.22M	1.87%	5
2024 Q2	$4.71M	Sell	8,600 -3,700	-30%	-$1.95M	1.53%	4
2024 Q1	$6.47M	Buy	12,300 +5,400	+78%	+$2.7M	1.99%	4
2023 Q4	$3.3M	Buy	6,900 +1,100	+19%	+$492K	0.66%	7
2023 Q3	$2.49M	Sell	5,800 -100	-2%	-$44.7K	0.41%	11
2023 Q2	$2.63M	Sell	5,900 -28,500	-83%	-$12M	0.3%	19
2023 Q1	$14.1M	Sell	34,400 -3,300	-9%	-$1.32M	1.63%	11
2022 Q4	$14.5M	Hold	37,700	–	–	1.84%	10
2022 Q3	$13.5M	Hold	37,700	–	–	1.27%	11
2022 Q2	$14.3M	Sell	37,700 -14,500	-28%	-$5.96M	0.86%	11
2022 Q1	$23.7M	Buy	52,200 +6,500	+14%	+$2.91M	1.36%	5
2021 Q4	$21.8M	Buy	45,700 +8,100	+22%	+$3.73M	1.22%	9
2021 Q3	$16.2M	Sell	37,600 -2,300	-6%	-$1.02M	0.97%	14
2021 Q2	$17.2M	Buy	+39,900	New	+$16.7M	1.33%	13
2020 Q3	$18.7M	Hold	55,500	–	–	26.7%	1
2020 Q2	$17.2M	Hold	55,500	–	–	36.76%	1
2020 Q1	$14.3M	Sell	55,500 -7,500	-12%	-$2.3M	39.1%	1
2019 Q4	$20.4M	Hold	63,000	–	–	35.61%	2
2019 Q3	$18.8M	Hold	63,000	–	–	35.8%	2
2019 Q2	$18.6M	Sell	63,000 -7,000	-10%	-$2.03M	11.93%	2
2019 Q1	$19.9M	Hold	70,000	–	–	12.03%	3
2018 Q4	$17.6M	Buy	+70,000	New	+$19M	10.53%	3

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Security Benefit Life Insurance Company's IVV Position: Q2 2026 in Review

Security Benefit Life Insurance Company reduced its iShares Core S&P 500 ETF (IVV) stake by 7.7% in Q2 2026, selling an estimated $291K and leaving 4,800 shares worth $3.59M. The position accounts for 1.98% of the portfolio, ranked #7.

Security Benefit Life Insurance Company first reported a position in IVV in Q4 2018 and has held it in 29 quarters since. The position peaked at $23.7M in Q1 2022. 4,089 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Security Benefit Life Insurance Company held 4,800 shares of iShares Core S&P 500 ETF worth $3.59M as of Q2 2026.
Security Benefit Life Insurance Company sold 400 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $291K.
iShares Core S&P 500 ETF made up 1.98% of Security Benefit Life Insurance Company's portfolio in Q2 2026, its #7 holding.
Security Benefit Life Insurance Company first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 29 quarters since.
Security Benefit Life Insurance Company's iShares Core S&P 500 ETF position peaked at $23.7M in Q1 2022.
4,089 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Security Benefit Life Insurance Company's 13F filing for Q2 2026, filed 21 Jul 2026.