Empower Advisory Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

Empower Advisory Group’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 Q1	$1.35M	Sell	11,903 -3,925	-25%	-$472K	﹤0.01%	223
2025 Q4	$1.95M	Buy	15,828 +3,153	+25%	+$386K	0.01%	212
2025 Q3	$1.53M	Sell	12,675 -17	-0.1%	-$1.96K	﹤0.01%	220
2025 Q2	$1.4M	Sell	12,692 -228	-2%	-$22.6K	﹤0.01%	222
2025 Q1	$1.2M	Sell	12,920 -104	-0.8%	-$10.5K	﹤0.01%	229
2024 Q4	$1.32M	Sell	13,024 -2,280	-15%	-$227K	﹤0.01%	223
2024 Q3	$1.47M	Sell	15,304 -3,172	-17%	-$293K	0.01%	210
2024 Q2	$1.71M	Buy	18,476 +1,371	+8%	+$118K	0.01%	205
2024 Q1	$1.44M	Buy	17,105 +3,376	+25%	+$271K	0.01%	213
2023 Q4	$1.03M	Buy	13,729 +2,435	+22%	+$173K	﹤0.01%	231
2023 Q3	$773K	Sell	11,294 -56	-0.5%	-$3.96K	﹤0.01%	244
2023 Q2	$800K	Sell	11,350 -16	-0.1%	-$1.06K	﹤0.01%	248
2023 Q1	$731K	Buy	+11,366	New	+$695K	﹤0.01%	267

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Empower Advisory Group reduced its iShares S&P 500 Growth ETF (IVW) stake by 25% in Q1 2026, selling an estimated $472K and leaving 11,903 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #223.

Empower Advisory Group first reported a position in IVW in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.95M in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

Empower Advisory Group held 11,903 shares of iShares S&P 500 Growth ETF worth $1.35M as of Q1 2026.
Empower Advisory Group sold 3,925 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $472K.
iShares S&P 500 Growth ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #223 holding.
Empower Advisory Group first reported a position in iShares S&P 500 Growth ETF in Q1 2023 and has held it in 13 quarters since.
Empower Advisory Group's iShares S&P 500 Growth ETF position peaked at $1.95M in Q4 2025.
2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

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