Empire Financial Management Company’s iShares Core S&P 500 ETF IVV Stock Holding History

Empire Financial Management Company’s Portfolio IVV Stock Details IVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$279K	Hold	427	–	–	0.06%	187
2025 Q4	$292K	Hold	427	–	–	0.06%	183
2025 Q3	$286K	Buy	427 +25	+6%	+$16.1K	0.07%	181
2025 Q2	$250K	Buy	402 +3	+0.8%	+$1.72K	0.07%	180
2025 Q1	$224K	Hold	399	–	–	0.07%	189
2024 Q4	$235K	Buy	399 +6	+2%	+$3.55K	0.07%	186
2024 Q3	$227K	Hold	393	–	–	0.07%	194
2024 Q2	$215K	Buy	393 +4	+1%	+$2.1K	0.07%	194
2024 Q1	$205K	Buy	+389	New	+$195K	0.07%	204

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Empire Financial Management Company's IVV Position: Q1 2026 in Review

Empire Financial Management Company held its iShares Core S&P 500 ETF (IVV) position steady in Q1 2026 at 427 shares worth $279K. The position accounts for 0.06% of the portfolio, ranked #187.

Empire Financial Management Company first reported a position in IVV in Q1 2024 and has held it in 9 quarters since. The position peaked at $292K in Q4 2025. 3,977 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

Empire Financial Management Company held 427 shares of iShares Core S&P 500 ETF worth $279K as of Q1 2026.
Empire Financial Management Company left its iShares Core S&P 500 ETF share count unchanged in Q1 2026.
iShares Core S&P 500 ETF made up 0.06% of Empire Financial Management Company's portfolio in Q1 2026, its #187 holding.
Empire Financial Management Company first reported a position in iShares Core S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
Empire Financial Management Company's iShares Core S&P 500 ETF position peaked at $292K in Q4 2025.
3,977 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

Based on Empire Financial Management Company's 13F filing for Q1 2026, filed 18 May 2026.