Empirical Financial Services, LLC d/b/a Empirical Wealth Management »

iShares S&P 500 Growth Index shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management from 13F filings

Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management investment in iShares S&P 500 Growth Index

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All positions including iShares S&P 500 Growth Index held by Empirical Financial Services, LLC d/b/a Empirical Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P 500 Growth Index by Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 25k 120.72
2025-06-30 $2.6M 24k 110.10
2025-03-31 $1.2M 13k 92.83
2024-12-31 $1.3M 13k 101.53
2024-09-30 $909k 9.5k 95.75
2024-06-30 $1.5M 16k 92.54
2024-03-31 $802k 9.5k 84.44
2023-12-31 $809k 11k 75.10
2023-09-30 $727k 11k 68.42
2023-06-30 $749k 11k 70.48
2023-03-31 $667k 10k 63.89
2022-12-31 $369k 6.3k 58.50
2022-09-30 $427k 7.4k 57.89
2022-06-30 $461k 7.6k 60.31
2022-03-31 $713k 9.3k 76.34
2021-12-31 $738k 8.8k 83.67
2021-09-30 $632k 8.6k 73.90
2020-09-30 $233k 1.0k 230.92
2019-12-31 $205k 1.1k 193.95
2019-06-30 $484k 2.7k 179.33
2019-03-31 $390k 2.3k 172.19
2018-12-31 $341k 2.3k 150.55
2018-09-30 $401k 2.3k 177.04
2018-06-30 $368k 2.3k 162.47
2018-03-31 $351k 2.6k 134.23
2017-12-31 $363k 2.4k 152.84
2017-09-30 $341k 2.4k 143.58
2017-06-30 $284k 2.1k 136.87
2017-03-31 $619k 4.7k 131.56
2016-12-31 $610k 5.0k 121.88

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View all positions for Empirical Financial Services, LLC d/b/a Empirical Wealth Management

Top funds holding iShares S&P 500 Growth Index

Envestnet Asset Management
Jpmorgan Chase & Co
Morgan Stanley
LPL Financial
Wells Fargo & Company
UBS Group
Ameriprise Financial
Stifel Financial
Pnc Financial Services
CWM
Goldman Sachs Group
BlackRock
Cetera Investment Advisers
Raymond James Financial
M^T Bank Corporation

View all funds holding iShares S&P 500 Growth Index