Empirical Asset Management’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
Other funds holding IVV
Empirical Asset Management's IVV Position: Q1 2026 in Review
Empirical Asset Management increased its iShares Core S&P 500 ETF (IVV) stake by 0.89% in Q1 2026, buying an estimated $25.9K and bringing the position to 4,302 shares worth $2.81M. The position accounts for 0.74% of the portfolio, ranked #20.
Empirical Asset Management first reported a position in IVV in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.95M in Q3 2025. 3,980 funds tracked by Wall St. Rank hold IVV as of Q1 2026.
- Empirical Asset Management held 4,302 shares of iShares Core S&P 500 ETF worth $2.81M as of Q1 2026.
- Empirical Asset Management bought 38 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $25.9K.
- iShares Core S&P 500 ETF made up 0.74% of Empirical Asset Management's portfolio in Q1 2026, its #20 holding.
- Empirical Asset Management first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 18 quarters since.
- Empirical Asset Management's iShares Core S&P 500 ETF position peaked at $2.95M in Q3 2025.
- 3,980 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.
Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.