Empower Advisory Group’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.2M | Buy |
26,164
+31
| +0.1% | +$19.2K | 0.05% | 142 |
|
|
2025
Q1 | $14.7M | Buy |
26,133
+1,352
| +5% | +$760K | 0.05% | 142 |
|
|
2024
Q4 | $14.6M | Buy |
24,781
+325
| +1% | +$191K | 0.05% | 145 |
|
|
2024
Q3 | $14.1M | Buy |
24,456
+2,237
| +10% | +$1.29M | 0.05% | 144 |
|
|
2024
Q2 | $12.2M | Sell |
22,219
-371
| -2% | -$203K | 0.05% | 151 |
|
|
2024
Q1 | $11.9M | Sell |
22,590
-985
| -4% | -$518K | 0.04% | 151 |
|
|
2023
Q4 | $11.3M | Buy |
23,575
+2,412
| +11% | +$1.15M | 0.04% | 161 |
|
|
2023
Q3 | $9.09M | Buy |
21,163
+995
| +5% | +$427K | 0.04% | 160 |
|
|
2023
Q2 | $8.99M | Sell |
20,168
-1,657
| -8% | -$739K | 0.04% | 174 |
|
|
2023
Q1 | $9M | Buy |
+21,825
| New | +$9M | 0.04% | 176 |
|