Empower Advisory Group
IVV icon

Empower Advisory Group’s iShares Core S&P 500 ETF IVV Stock Holding History

Empower Advisory Group’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
Q1 		$13.6M Sell
20,842
-6,777
-25% -$4.63M 0.04% 147
2025
Q4 		$18.9M Buy
27,619
+1,517
+6% +$1.03M 0.05% 144
2025
Q3 		$17.5M Sell
26,102
-62
-0.2% -$39.9K 0.05% 142
2025
Q2 		$16.2M Buy
26,164
+31
+0.1% +$17.8K 0.05% 142
2025
Q1 		$14.7M Buy
26,133
+1,352
+5% +$798K 0.05% 142
2024
Q4 		$14.6M Buy
24,781
+325
+1% +$192K 0.05% 145
2024
Q3 		$14.1M Buy
24,456
+2,237
+10% +$1.24M 0.05% 144
2024
Q2 		$12.2M Sell
22,219
-371
-2% -$195K 0.05% 151
2024
Q1 		$11.9M Sell
22,590
-985
-4% -$493K 0.04% 151
2023
Q4 		$11.3M Buy
23,575
+2,412
+11% +$1.08M 0.04% 161
2023
Q3 		$9.09M Buy
21,163
+995
+5% +$445K 0.04% 160
2023
Q2 		$8.99M Sell
20,168
-1,657
-8% -$698K 0.04% 174
2023
Q1 		$9M Buy
+21,825
New +$8.75M 0.04% 176

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Empower Advisory Group reduced its iShares Core S&P 500 ETF (IVV) stake by 25% in Q1 2026, selling an estimated $4.63M and leaving 20,842 shares worth $13.6M. The position accounts for 0.04% of the portfolio, ranked #147.

Empower Advisory Group first reported a position in IVV in Q1 2023 and has held it in 13 quarters since. The position peaked at $18.9M in Q4 2025. 3,982 funds tracked by Wall St. Rank hold IVV as of Q1 2026.

  • Empower Advisory Group held 20,842 shares of iShares Core S&P 500 ETF worth $13.6M as of Q1 2026.
  • Empower Advisory Group sold 6,777 iShares Core S&P 500 ETF shares in Q1 2026, an estimated $4.63M.
  • iShares Core S&P 500 ETF made up 0.04% of Empower Advisory Group's portfolio in Q1 2026, its #147 holding.
  • Empower Advisory Group first reported a position in iShares Core S&P 500 ETF in Q1 2023 and has held it in 13 quarters since.
  • Empower Advisory Group's iShares Core S&P 500 ETF position peaked at $18.9M in Q4 2025.
  • 3,982 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q1 2026.

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