Empower Advisory Group’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Empower Advisory Group’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$227K	Sell	1,715 -197	-10%	-$27K	﹤0.01%	470
2025 Q4	$252K	Sell	1,912 -54	-3%	-$7.03K	﹤0.01%	443
2025 Q3	$255K	Hold	1,966	–	–	﹤0.01%	463
2025 Q2	$243K	Buy	1,966 +126	+7%	+$14.8K	﹤0.01%	448
2025 Q1	$220K	Sell	1,840 -599	-25%	-$75K	﹤0.01%	467
2024 Q4	$305K	Hold	2,439	–	–	﹤0.01%	405
2024 Q3	$301K	Buy	2,439 +49	+2%	+$5.83K	﹤0.01%	401
2024 Q2	$271K	Sell	2,390 -1,150	-32%	-$131K	﹤0.01%	420
2024 Q1	$419K	Buy	3,540 +69	+2%	+$7.77K	﹤0.01%	334
2023 Q4	$396K	Sell	3,471 -3	-0.1%	-$309	﹤0.01%	334
2023 Q3	$351K	Buy	3,474 +65	+2%	+$6.95K	﹤0.01%	345
2023 Q2	$365K	Hold	3,409	–	–	﹤0.01%	351
2023 Q1	$349K	Buy	+3,409	New	+$364K	﹤0.01%	356

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

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

Empower Advisory Group reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 10% in Q1 2026, selling an estimated $27K and leaving 1,715 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

Empower Advisory Group first reported a position in IJJ in Q1 2023 and has held it in 13 quarters since. The position peaked at $419K in Q1 2024. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

Empower Advisory Group held 1,715 shares of iShares S&P Mid-Cap 400 Value ETF worth $227K as of Q1 2026.
Empower Advisory Group sold 197 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $27K.
iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #470 holding.
Empower Advisory Group first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2023 and has held it in 13 quarters since.
Empower Advisory Group's iShares S&P Mid-Cap 400 Value ETF position peaked at $419K in Q1 2024.
842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

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