Empirical Wealth Management’s iShares Core S&P 500 ETF IVV Stock Holding History

Empirical Wealth Management’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 Q2	$15.6M	Sell	20,833 -1,538	-7%	-$1.12M	0.23%	81
2026 Q1	$14.6M	Buy	22,371 +737	+3%	+$503K	0.25%	73
2025 Q4	$14.8M	Buy	21,634 +69	+0.3%	+$46.9K	0.26%	70
2025 Q3	$14.4M	Buy	21,565 +2,722	+14%	+$1.75M	0.29%	69
2025 Q2	$11.7M	Buy	18,843 +309	+2%	+$177K	0.26%	75
2025 Q1	$10.4M	Buy	18,534 +3,402	+22%	+$2.01M	0.27%	78
2024 Q4	$8.91M	Sell	15,132 -317	-2%	-$188K	0.24%	83
2024 Q3	$8.91M	Buy	15,449 +1,444	+10%	+$803K	0.25%	85
2024 Q2	$7.66M	Sell	14,005 -668	-5%	-$351K	0.23%	83
2024 Q1	$7.71M	Sell	14,673 -462	-3%	-$231K	0.23%	84
2023 Q4	$7.23M	Buy	15,135 +757	+5%	+$339K	0.24%	84
2023 Q3	$6.17M	Buy	14,378 +420	+3%	+$188K	0.24%	85
2023 Q2	$6.22M	Sell	13,958 -587	-4%	-$247K	0.25%	84
2023 Q1	$5.98M	Sell	14,545 -1	-0%	-$401	0.26%	73
2022 Q4	$5.59M	Sell	14,546 -247	-2%	-$95.3K	0.26%	77
2022 Q3	$5.3M	Sell	14,793 -222	-1%	-$88.6K	0.28%	71
2022 Q2	$5.69M	Buy	15,015 +2,271	+18%	+$934K	0.3%	62
2022 Q1	$5.78M	Sell	12,744 -252	-2%	-$113K	0.29%	61
2021 Q4	$6.2M	Sell	12,996 -499	-4%	-$230K	0.31%	57
2021 Q3	$5.81M	Sell	13,495 -1,802	-12%	-$799K	0.33%	55
2021 Q2	$6.58M	Buy	15,297 +734	+5%	+$307K	0.4%	46
2021 Q1	$5.79M	Buy	14,563 +825	+6%	+$319K	0.46%	41
2020 Q4	$5.16M	Buy	13,738 +1,037	+8%	+$369K	0.39%	47
2020 Q3	$4.27M	Buy	12,701 +1,235	+11%	+$411K	0.36%	49
2020 Q2	$3.55M	Buy	11,466 +795	+7%	+$233K	0.33%	48
2020 Q1	$2.76M	Buy	10,671 +4,955	+87%	+$1.52M	0.3%	52
2019 Q4	$1.85M	Buy	5,716 +246	+4%	+$76.1K	0.2%	77
2019 Q3	$1.63M	Buy	5,470 +103	+2%	+$30.6K	0.2%	79
2019 Q2	$1.58M	Sell	5,367 -20	-0.4%	-$5.8K	0.21%	79
2019 Q1	$1.53M	Buy	5,387 +1,981	+58%	+$542K	0.22%	68
2018 Q4	$857K	Sell	3,406 -434	-11%	-$118K	0.15%	80
2018 Q3	$1.12M	Sell	3,840 -2,545	-40%	-$730K	0.2%	61
2018 Q2	$1.74M	Sell	6,385 -2,570	-29%	-$699K	0.33%	42
2018 Q1	$2.38M	Buy	8,955 +4,508	+101%	+$1.24M	0.47%	29
2017 Q4	$1.2M	Sell	4,447 -685	-13%	-$179K	0.26%	47
2017 Q3	$1.3M	Sell	5,132 -130	-2%	-$32.3K	0.3%	45
2017 Q2	$1.28M	Buy	5,262 +527	+11%	+$127K	0.31%	41
2017 Q1	$1.12M	Sell	4,735 -35	-0.7%	-$8.19K	0.28%	42
2016 Q4	$1.07M	Buy	4,770 +830	+21%	+$182K	0.26%	47
2016 Q3	$857K	Sell	3,940 -3,689	-48%	-$802K	0.22%	54
2016 Q2	$1.61M	Sell	7,629 -2,248	-23%	-$469K	0.42%	29
2016 Q1	$2.04M	Buy	9,877 +6,785	+219%	+$1.33M	0.49%	20
2015 Q4	$633K	Sell	3,092 -185	-6%	-$38.2K	0.15%	66
2015 Q3	$632K	Buy	3,277 +502	+18%	+$102K	0.15%	69
2015 Q2	$575K	Buy	2,775 +702	+34%	+$149K	0.13%	69
2015 Q1	$431K	Sell	2,073 -1,933	-48%	-$402K	0.1%	72
2014 Q4	$829K	Buy	4,006 +1,045	+35%	+$212K	0.2%	52
2014 Q3	$587K	Buy	2,961 +14	+0.5%	+$2.79K	0.14%	64
2014 Q2	$581K	Buy	2,947 +1,701	+137%	+$325K	0.14%	65
2014 Q1	$234K	Buy	+1,246	New	+$230K	0.06%	90
2013 Q4	–	Sell	-1,352	Closed	-$228K	–	96
2013 Q3	$228K	Hold	1,352	–	–	0.07%	85
2013 Q2	$218K	Buy	+1,352	New	+$219K	0.07%	77

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Empirical Wealth Management's IVV Position: Q2 2026 in Review

Empirical Wealth Management reduced its iShares Core S&P 500 ETF (IVV) stake by 6.9% in Q2 2026, selling an estimated $1.12M and leaving 20,833 shares worth $15.6M. The position accounts for 0.23% of the portfolio, ranked #81.

Empirical Wealth Management first reported a position in IVV in Q2 2013 and has held it in 52 quarters since. 1,947 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

Empirical Wealth Management held 20,833 shares of iShares Core S&P 500 ETF worth $15.6M as of Q2 2026.
Empirical Wealth Management sold 1,538 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.12M.
iShares Core S&P 500 ETF made up 0.23% of Empirical Wealth Management's portfolio in Q2 2026, its #81 holding.
Empirical Wealth Management first reported a position in iShares Core S&P 500 ETF in Q2 2013 and has held it in 52 quarters since.
1,947 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.