Empire Financial Management Company’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
CM
Empire Financial Management Company's IVV Position: Q2 2026 in Review
Empire Financial Management Company reduced its iShares Core S&P 500 ETF (IVV) stake by 0.7% in Q2 2026, selling an estimated $2.19K and leaving 424 shares worth $318K. The position accounts for 0.13% of the portfolio, ranked #113.
Empire Financial Management Company first reported a position in IVV in Q1 2024 and has held it in 10 quarters since. 4,123 funds tracked by Wall St. Rank hold IVV as of Q2 2026.
- Empire Financial Management Company held 424 shares of iShares Core S&P 500 ETF worth $318K as of Q2 2026.
- Empire Financial Management Company sold 3 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $2.19K.
- iShares Core S&P 500 ETF made up 0.13% of Empire Financial Management Company's portfolio in Q2 2026, its #113 holding.
- Empire Financial Management Company first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 10 quarters since.
- 4,123 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.
Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.