SJBenen ADVISORY’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
SJBenen ADVISORY's IVV Position: Q2 2026 in Review
SJBenen ADVISORY increased its iShares Core S&P 500 ETF (IVV) stake by 12% in Q2 2026, buying an estimated $104K and bringing the position to 1,302 shares worth $975K. The position accounts for 0.55% of the portfolio, ranked #23.
SJBenen ADVISORY first reported a position in IVV in Q4 2025 and has held it in 3 quarters since. 3,951 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- SJBenen ADVISORY held 1,302 shares of iShares Core S&P 500 ETF worth $975K as of Q2 2026.
- SJBenen ADVISORY bought 143 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $104K.
- iShares Core S&P 500 ETF made up 0.55% of SJBenen ADVISORY's portfolio in Q2 2026, its #23 holding.
- SJBenen ADVISORY first reported a position in iShares Core S&P 500 ETF in Q4 2025 and has held it in 3 quarters since.
- 3,951 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on SJBenen ADVISORY's 13F filing for Q2 2026, filed 11 Aug 2026.