Empower Advisory Group
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Empower Advisory Group’s iShares S&P 500 Value ETF IVE Stock Holding History

Empower Advisory Group’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$535K Sell
2,532
-64
-2% -$13.9K ﹤0.01% 316
2025
Q4 		$551K Buy
2,596
+605
+30% +$127K ﹤0.01% 328
2025
Q3 		$411K Sell
1,991
-1,123
-36% -$226K ﹤0.01% 368
2025
Q2 		$608K Buy
3,114
+187
+6% +$34.8K ﹤0.01% 298
2025
Q1 		$558K Sell
2,927
-972
-25% -$188K ﹤0.01% 309
2024
Q4 		$744K Buy
3,899
+436
+13% +$86.5K ﹤0.01% 275
2024
Q3 		$683K Buy
3,463
+273
+9% +$51.9K ﹤0.01% 272
2024
Q2 		$581K Buy
3,190
+636
+25% +$116K ﹤0.01% 288
2024
Q1 		$477K Buy
2,554
+415
+19% +$73.8K ﹤0.01% 308
2023
Q4 		$372K Sell
2,139
-621
-23% -$99.8K ﹤0.01% 347
2023
Q3 		$425K Buy
2,760
+322
+13% +$52K ﹤0.01% 315
2023
Q2 		$393K Sell
2,438
-52
-2% -$8K ﹤0.01% 343
2023
Q1 		$378K Buy
+2,490
New +$376K ﹤0.01% 344

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Empower Advisory Group's IVE Position: Q1 2026 in Review

Empower Advisory Group reduced its iShares S&P 500 Value ETF (IVE) stake by 2.5% in Q1 2026, selling an estimated $13.9K and leaving 2,532 shares worth $535K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

Empower Advisory Group first reported a position in IVE in Q1 2023 and has held it in 13 quarters since. The position peaked at $744K in Q4 2024. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Empower Advisory Group held 2,532 shares of iShares S&P 500 Value ETF worth $535K as of Q1 2026.
  • Empower Advisory Group sold 64 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $13.9K.
  • iShares S&P 500 Value ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #316 holding.
  • Empower Advisory Group first reported a position in iShares S&P 500 Value ETF in Q1 2023 and has held it in 13 quarters since.
  • Empower Advisory Group's iShares S&P 500 Value ETF position peaked at $744K in Q4 2024.
  • 1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.