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Empowered Funds’s iShares S&P 500 Value ETF IVE Stock Holding History

Empowered Funds’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
Q2 		$381K Sell
1,679
-75
-4% -$16.8K ﹤0.01% 1774
2026
Q1 		$370K Buy
+1,754
New +$380K ﹤0.01% 1742
2025
Q4 		– Sell
-2,778
Closed -$574K – 1454
2025
Q3 		$574K Buy
+2,778
New +$558K 0.01% 1354
2025
Q1 		– Sell
-698
Closed -$133K – 1710
2024
Q4 		$133K Buy
+698
New +$138K ﹤0.01% 1556

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Empowered Funds's IVE Position: Q2 2026 in Review

Empowered Funds reduced its iShares S&P 500 Value ETF (IVE) stake by 4.3% in Q2 2026, selling an estimated $16.8K and leaving 1,679 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #1774.

Empowered Funds first reported a position in IVE in Q4 2024 and has held it in 4 quarters since. The position peaked at $574K in Q3 2025. 1,763 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • Empowered Funds held 1,679 shares of iShares S&P 500 Value ETF worth $381K as of Q2 2026.
  • Empowered Funds sold 75 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $16.8K.
  • iShares S&P 500 Value ETF made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #1774 holding.
  • Empowered Funds first reported a position in iShares S&P 500 Value ETF in Q4 2024 and has held it in 4 quarters since.
  • Empowered Funds's iShares S&P 500 Value ETF position peaked at $574K in Q3 2025.
  • 1,763 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.