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

Empirical Wealth 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 Q2	$3.33M	Hold	24,189	–	–	0.05%	209
2026 Q1	$2.74M	Buy	24,189 +421	+2%	+$50.6K	0.05%	217
2025 Q4	$2.93M	Sell	23,768 -1,222	-5%	-$150K	0.05%	200
2025 Q3	$3.02M	Buy	24,990 +1,221	+5%	+$140K	0.06%	192
2025 Q2	$2.62M	Buy	23,769 +10,883	+84%	+$1.08M	0.06%	197
2025 Q1	$1.2M	Buy	12,886 +148	+1%	+$14.9K	0.03%	275
2024 Q4	$1.29M	Buy	12,738 +3,240	+34%	+$323K	0.04%	248
2024 Q3	$909K	Sell	9,498 -6,243	-40%	-$576K	0.03%	282
2024 Q2	$1.46M	Buy	15,741 +6,243	+66%	+$538K	0.04%	220
2024 Q1	$802K	Sell	9,498 -1,275	-12%	-$102K	0.02%	275
2023 Q4	$809K	Buy	10,773 +147	+1%	+$10.5K	0.03%	259
2023 Q3	$727K	Hold	10,626	–	–	0.03%	257
2023 Q2	$749K	Buy	10,626 +192	+2%	+$12.7K	0.03%	255
2023 Q1	$667K	Buy	10,434 +4,120	+65%	+$252K	0.03%	283
2022 Q4	$369K	Sell	6,314 -1,062	-14%	-$63.8K	0.02%	351
2022 Q3	$427K	Sell	7,376 -268	-4%	-$17.4K	0.02%	326
2022 Q2	$461K	Sell	7,644 -1,696	-18%	-$112K	0.02%	311
2022 Q1	$713K	Buy	9,340 +520	+6%	+$39.1K	0.04%	266
2021 Q4	$738K	Buy	8,820 +268	+3%	+$21.6K	0.04%	270
2021 Q3	$632K	Buy	+8,552	New	+$652K	0.04%	255
2020 Q4	–	Sell	-4,036	Closed	-$233K	–	387
2020 Q3	$233K	Buy	+4,036	New	+$228K	0.02%	310
2020 Q1	–	Sell	-4,228	Closed	-$205K	–	343
2019 Q4	$205K	Buy	+4,228	New	+$196K	0.02%	313
2019 Q3	–	Sell	-10,796	Closed	-$484K	–	292
2019 Q2	$484K	Buy	10,796 +1,736	+19%	+$76.3K	0.06%	158
2019 Q1	$390K	Hold	9,060	–	–	0.06%	160
2018 Q4	$341K	Hold	9,060	–	–	0.06%	151
2018 Q3	$401K	Hold	9,060	–	–	0.07%	138
2018 Q2	$368K	Hold	9,060	–	–	0.07%	130
2018 Q1	$351K	Sell	9,060 -440	-5%	-$17.6K	0.07%	118
2017 Q4	$363K	Hold	9,500	–	–	0.08%	104
2017 Q3	$341K	Buy	9,500 +1,200	+14%	+$42.3K	0.08%	102
2017 Q2	$284K	Sell	8,300 -10,520	-56%	-$357K	0.07%	112
2017 Q1	$619K	Sell	18,820 -1,200	-6%	-$38.5K	0.15%	72
2016 Q4	$610K	Buy	+20,020	New	+$605K	0.15%	69

Other funds holding IVW

PAS

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

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

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Empirical Wealth Management held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 24,189 shares worth $3.33M. The position accounts for 0.05% of the portfolio, ranked #209.

Empirical Wealth Management first reported a position in IVW in Q4 2016 and has held it in 33 quarters since. 1,009 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Empirical Wealth Management held 24,189 shares of iShares S&P 500 Growth ETF worth $3.33M as of Q2 2026.
Empirical Wealth Management left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.05% of Empirical Wealth Management's portfolio in Q2 2026, its #209 holding.
Empirical Wealth Management first reported a position in iShares S&P 500 Growth ETF in Q4 2016 and has held it in 33 quarters since.
1,009 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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