Back to BENJAMIN EDWARDS INC BENJAMIN EDWARDS INC

IUSVIUSV
29 quarters

Position history for BENJAMIN EDWARDS INCBENJAMIN EDWARDS INC's holdings in ISHARES CORE S&P U.S. VALUE

BENJAMIN EDWARDS INC holds 1.4M shares of IUSV (ISHARES CORE S&P U.S. VALUE), worth $153.4M as of 2026-Q2. The position was increased (+6.0% shares). IUSV represents 1.4% of BENJAMIN EDWARDS INC's portfolio.

Current Value

$153.4M

Current Shares

1.4M

Total Value Change

+$153.3M

Total Shares Change

+1.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.4M
+6.0%
$153.4M1.4%$110.15
51
2026-Q1
Increased
1.3M
+14.4%
$134.3M1.3%$106.53
54
2025-Q4
Increased
1.1M
+6.8%
$117.7M1.3%$103.32
51
2025-Q3
Increased
1.1M
+6.1%
$107.4M1.2%$99.13
50
2025-Q2
Increased
1M
+4.2%
$95.9M1.2%$93.26
49
2025-Q1
Increased
972,091
+10.3%
$89.7M1.3%$90.08
52
2024-Q4
Increased
881,337
+5.7%
$81.6M1.2%$90.79
50
2024-Q3
Increased
834,196
+107x
$79.7M1.2%$92.83
76
2024-Q2
Increased
7,714
+12.5%
$6800.1%$85.47
15
2024-Q1
Increased
6,855
+2.1%
$6200.1%$87.30
14
2023-Q4
Increased
6,711
+8.8%
$5660.1%$81.00
15
2023-Q3
Increased
6,170
+70.9%
$4600.1%$71.32
20
2023-Q2
Decreased
3,611
-0.3%
$2830.1%$73.68
0
2023-Q1
Decreased
3,620
-11.7%
$2670.1%$68.90
0
2022-Q4
Decreased
4,098
-13.4%
$2890.1%$66.54
0
2022-Q3
Decreased
4,734
-2.1%
$296,0000.1%$59.41
0
2022-Q2
Decreased
4,838
-7.7%
$324,0000.1%$62.51
0
2022-Q1
Increased
5,241
+6.6%
$398,0000.1%$71.16
30
2021-Q4
Increased
4,917
+6.4%
$375,0000.1%$70.35
30
2021-Q3
Decreased
4,621
-1.0%
$328,0000.2%$66.08
0
2021-Q2
Decreased
4,668
-4.7%
$336,0000.2%$65.32
0
2021-Q1
Decreased
4,900
-10.3%
$338,0000.3%$62.83
0
2020-Q4
Increased
5,462
+8.1%
$340,0000.3%$55.71
31
2020-Q3
Increased
5,053
+14.6%
$274,0000.2%$48.20
32
2020-Q2
Increased
4,409
+40.0%
$230,0000.2%$45.95
37
2020-Q1
Increased
3,149
+218.1%
$145,0000.2%$41.71
43
2019-Q4
Increased
990
+1.2%
$62,0000.1%$55.14
25
2019-Q3
Decreased
978
-2.6%
$57,0000.1%$50.13
0
2019-Q2
New
1,004
-
$57,0000.1%$49.12
34

Other major holders of IUSV: BANK OF AMERICA CORP /DE/

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used