EF
IVV icon

Empowered Funds’s iShares Core S&P 500 ETF IVV Stock Holding History

Empowered Funds’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
Q2 		$45.4M Buy
60,679
+35,481
+141% +$25.8M 0.24% 77
2026
Q1 		$16.5M Buy
+25,198
New +$17.2M 0.11% 213
2025
Q4 		– Sell
-11,211
Closed -$7.5M – 1455
2025
Q3 		$7.5M Buy
11,211
+2,241
+25% +$1.44M 0.08% 341
2025
Q2 		$5.57M Sell
8,970
-8,539
-49% -$4.9M 0.06% 407
2025
Q1 		$9.84M Buy
17,509
+9,217
+111% +$5.44M 0.14% 155
2024
Q4 		$4.88M Buy
8,292
+2,182
+36% +$1.29M 0.07% 383
2024
Q3 		$3.52M Sell
6,110
-742
-11% -$413K 0.06% 475
2024
Q2 		$3.75M Sell
6,852
-2,142
-24% -$1.13M 0.06% 407
2024
Q1 		$4.73M Buy
8,994
+2,712
+43% +$1.36M 0.09% 322
2023
Q4 		$3M Buy
6,282
+2,737
+77% +$1.23M 0.08% 386
2023
Q3 		$1.52M Sell
3,545
-1,303
-27% -$583K 0.04% 537
2023
Q2 		$2.16M Buy
+4,848
New +$2.04M 0.08% 368

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

Empowered Funds's IVV Position: Q2 2026 in Review

Empowered Funds increased its iShares Core S&P 500 ETF (IVV) stake by 141% in Q2 2026, buying an estimated $25.8M and bringing the position to 60,679 shares worth $45.4M. The position accounts for 0.24% of the portfolio, ranked #77.

Empowered Funds first reported a position in IVV in Q2 2023 and has held it in 12 quarters since. 4,093 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • Empowered Funds held 60,679 shares of iShares Core S&P 500 ETF worth $45.4M as of Q2 2026.
  • Empowered Funds bought 35,481 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $25.8M.
  • iShares Core S&P 500 ETF made up 0.24% of Empowered Funds's portfolio in Q2 2026, its #77 holding.
  • Empowered Funds first reported a position in iShares Core S&P 500 ETF in Q2 2023 and has held it in 12 quarters since.
  • 4,093 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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