Empowered Funds’s iShares S&P 500 Growth ETF IVW Stock Holding History

Empowered Funds’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 Q2	$315K	Sell	2,294 -404	-15%	-$53.3K	﹤0.01%	1851
2026 Q1	$305K	Buy	+2,698	New	+$324K	﹤0.01%	1819
2025 Q4	–	Sell	-8,946	Closed	-$1.08M	–	1456
2025 Q3	$1.08M	Buy	8,946 +6,119	+216%	+$704K	0.01%	1156
2025 Q2	$311K	Buy	+2,827	New	+$280K	﹤0.01%	1491
2025 Q1	–	Sell	-961	Closed	-$97.6K	–	1711
2024 Q4	$97.6K	Buy	+961	New	+$95.9K	﹤0.01%	1580
2022 Q2	–	Sell	-62,475	Closed	-$4.77M	–	302
2022 Q1	$4.77M	Buy	62,475 +6,885	+12%	+$517K	0.52%	45
2021 Q4	$4.65M	Buy	+55,590	New	+$4.48M	0.52%	80

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Empowered Funds's IVW Position: Q2 2026 in Review

Empowered Funds reduced its iShares S&P 500 Growth ETF (IVW) stake by 15% in Q2 2026, selling an estimated $53.3K and leaving 2,294 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #1851.

Empowered Funds first reported a position in IVW in Q4 2021 and has held it in 7 quarters since. The position peaked at $4.77M in Q1 2022. 2,127 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Empowered Funds held 2,294 shares of iShares S&P 500 Growth ETF worth $315K as of Q2 2026.
Empowered Funds sold 404 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $53.3K.
iShares S&P 500 Growth ETF made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #1851 holding.
Empowered Funds first reported a position in iShares S&P 500 Growth ETF in Q4 2021 and has held it in 7 quarters since.
Empowered Funds's iShares S&P 500 Growth ETF position peaked at $4.77M in Q1 2022.
2,127 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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