Empirical Asset Management’s iShares S&P 500 Growth ETF IVW Stock Holding History

Empirical Asset Management’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.08M	Buy	9,557 +77	+0.8%	+$9.26K	0.29%	97
2025 Q4	$1.17M	Sell	9,480 -539	-5%	-$66K	0.33%	79
2025 Q3	$1.21M	Sell	10,019 -676	-6%	-$77.8K	0.34%	73
2025 Q2	$1.18M	Buy	10,695 +29	+0.3%	+$2.87K	0.36%	75
2025 Q1	$990K	Buy	10,666 +1,068	+11%	+$108K	0.34%	76
2024 Q4	$974K	Buy	9,598 +178	+2%	+$17.8K	0.32%	87
2024 Q3	$902K	Sell	9,420 -709	-7%	-$65.5K	0.32%	89
2024 Q2	$937K	Buy	+10,129	New	+$873K	0.35%	72

Other funds holding IVW

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Empirical Asset Management's IVW Position: Q1 2026 in Review

Empirical Asset Management increased its iShares S&P 500 Growth ETF (IVW) stake by 0.81% in Q1 2026, buying an estimated $9.26K and bringing the position to 9,557 shares worth $1.08M. The position accounts for 0.29% of the portfolio, ranked #97.

Empirical Asset Management first reported a position in IVW in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.21M in Q3 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Empirical Asset Management held 9,557 shares of iShares S&P 500 Growth ETF worth $1.08M as of Q1 2026.
Empirical Asset Management bought 77 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $9.26K.
iShares S&P 500 Growth ETF made up 0.29% of Empirical Asset Management's portfolio in Q1 2026, its #97 holding.
Empirical Asset Management first reported a position in iShares S&P 500 Growth ETF in Q2 2024 and has held it in 8 quarters since.
Empirical Asset Management's iShares S&P 500 Growth ETF position peaked at $1.21M in Q3 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.