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Position history for BENJAMIN EDWARDS INCBENJAMIN EDWARDS INC's holdings in ISHARES S&P 500 GROWTH ETF

BENJAMIN EDWARDS INC holds 48,847 shares of IVW (ISHARES S&P 500 GROWTH ETF), worth $6.7M as of 2026-Q2. The position was increased (+4.8% shares). IVW represents 0.1% of BENJAMIN EDWARDS INC's portfolio.

Current Value

$6.7M

Current Shares

48,847

Total Value Change

+$5.8M

Total Shares Change

+39,671

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
48,847
+4.8%
$6.7M0.1%$137.53
29
2026-Q1
Increased
46,625
+13.9%
$5.3M0.1%$118.67
31
2025-Q4
Increased
40,919
+26.0%
$5M0.1%$124.16
33
2025-Q3
Increased
32,475
+4.7%
$3.9M0.0%$120.03
28
2025-Q2
Increased
31,032
+253.0%
$3.4M0.0%$109.25
43
2025-Q1
Decreased
8,790
-4.3%
$815,9790.0%$92.24
0
2024-Q4
Increased
9,189
+0.1%
$933,0350.0%$101.96
25
2024-Q3
New
9,176
-
$878,6700.0%$94.72
34

Other major holders of IVW: Steward Partners Investment Advisory, LLC, JPMORGAN CHASE & CO, ENVESTNET ASSET MANAGEMENT INC

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