Empower Advisory Group
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Empower Advisory Group’s iShares Biotechnology ETF IBB Stock Holding History

Empower Advisory Group’s Portfolio IBB Stock Details IBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$225K Sell
1,334
-157
-11% -$26.8K ﹤0.01% 474
2025
Q4 		$252K Sell
1,491
-387
-21% -$62.9K ﹤0.01% 442
2025
Q3 		$271K Buy
+1,878
New +$256K ﹤0.01% 447
2024
Q4 		– Sell
-1,528
Closed -$222K – 505
2024
Q3 		$222K Sell
1,528
-15
-1% -$2.17K ﹤0.01% 463
2024
Q2 		$212K Sell
1,543
-192
-11% -$25.6K ﹤0.01% 472
2024
Q1 		$238K Sell
1,735
-6
-0.3% -$819 ﹤0.01% 462
2023
Q4 		$236K Sell
1,741
-3
-0.2% -$366 ﹤0.01% 439
2023
Q3 		$213K Sell
1,744
-94
-5% -$12K ﹤0.01% 437
2023
Q2 		$233K Sell
1,838
-97
-5% -$12.6K ﹤0.01% 444
2023
Q1 		$251K Buy
+1,935
New +$253K ﹤0.01% 425

Other funds holding IBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Empower Advisory Group reduced its iShares Biotechnology ETF (IBB) stake by 11% in Q1 2026, selling an estimated $26.8K and leaving 1,334 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Empower Advisory Group first reported a position in IBB in Q1 2023 and has held it in 10 quarters since. The position peaked at $271K in Q3 2025. 917 funds tracked by Wall St. Rank hold IBB as of Q1 2026.

  • Empower Advisory Group held 1,334 shares of iShares Biotechnology ETF worth $225K as of Q1 2026.
  • Empower Advisory Group sold 157 iShares Biotechnology ETF shares in Q1 2026, an estimated $26.8K.
  • iShares Biotechnology ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #474 holding.
  • Empower Advisory Group first reported a position in iShares Biotechnology ETF in Q1 2023 and has held it in 10 quarters since.
  • Empower Advisory Group's iShares Biotechnology ETF position peaked at $271K in Q3 2025.
  • 917 funds tracked by Wall St. Rank held iShares Biotechnology ETF as of Q1 2026.

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