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IEFIEF
20 quarters

Position history for BENJAMIN EDWARDS INCBENJAMIN EDWARDS INC's holdings in ISHARES TR

BENJAMIN EDWARDS INC holds 9,628 shares of IEF (ISHARES TR), worth $910,499 as of 2026-Q2. The position was decreased (-0.6% shares). IEF represents 0.0% of BENJAMIN EDWARDS INC's portfolio.

Current Value

$910,499

Current Shares

9,628

Total Value Change

+$441,499

Total Shares Change

+5,456

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
9,628
-0.6%
$910,4990.0%$93.94
0
2026-Q1
Decreased
9,683
-1.4%
$924,1260.0%$93.86
0
2025-Q4
Increased
9,823
+21.5%
$944,5900.0%$93.99
30
2025-Q3
Increased
8,083
+17.9%
$779,6940.0%$93.12
29
2025-Q2
Increased
6,859
+105.0%
$656,9130.0%$91.56
40
2025-Q1
New
3,346
-
$319,1320.0%$90.30
33
2023-Q1
Exited
0
-100.0%
$00.0%$87.79
0
2022-Q4
Increased
7,059
+14.3%
$676,0000.2%$84.48
33
2022-Q3
Increased
6,178
+2.8%
$593,0000.2%$83.98
30
2022-Q2
Increased
6,009
+26.8%
$615,0000.2%$89.06
36
2022-Q1
Decreased
4,738
-88.4%
$509,0000.1%$93.22
0
2021-Q4
Increased
40,745
+142.7%
$4.7M1.5%$99.57
68
2021-Q3
Increased
16,792
+67.8%
$1.9M1.2%$99.45
60
2021-Q2
New
10,009
-
$1.2M0.8%$99.48
49
2020-Q4
Exited
0
-100.0%
$00.0%$102.99
0
2020-Q3
Decreased
445
-2.8%
$54,0000.0%$104.33
0
2020-Q2
Increased
458
+3.6%
$56,0000.0%$104.12
21
2020-Q1
New
442
-
$54,0000.1%$103.45
29
2019-Q4
Exited
0
-100.0%
$00.0%$93.63
0
2019-Q3
New
4,172
-
$469,0001.0%$94.98
55

Other major holders of IEF: BNP PARIBAS FINANCIAL MARKETS, Fisher Asset Management, LLC

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