Empower Advisory Group
IJR icon

Empower Advisory Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Empower Advisory Group’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.01M Sell
47,293
-4,005
-8% -$550K 0.02% 186
2026
Q1 		$6.38M Buy
51,298
+4,657
+10% +$592K 0.02% 178
2025
Q4 		$5.61M Sell
46,641
-6,553
-12% -$784K 0.02% 180
2025
Q3 		$6.32M Sell
53,194
-5,228
-9% -$601K 0.02% 178
2025
Q2 		$6.38M Sell
58,422
-139,446
-70% -$14.4M 0.02% 176
2025
Q1 		$20.7M Buy
197,868
+147,051
+289% +$16.6M 0.07% 130
2024
Q4 		$5.86M Sell
50,817
-2,080
-4% -$249K 0.02% 179
2024
Q3 		$6.19M Sell
52,897
-619
-1% -$69.9K 0.02% 174
2024
Q2 		$5.71M Sell
53,516
-4,629
-8% -$495K 0.02% 172
2024
Q1 		$6.43M Sell
58,145
-308,255
-84% -$32.7M 0.02% 173
2023
Q4 		$39.7M Sell
366,400
-121,785
-25% -$11.7M 0.16% 116
2023
Q3 		$46.1M Buy
488,185
+421,887
+636% +$42.1M 0.2% 103
2023
Q2 		$6.61M Buy
66,298
+1,347
+2% +$128K 0.03% 183
2023
Q1 		$6.29M Buy
+64,951
New +$6.49M 0.03% 183

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Empower Advisory Group's IJR Position: Q2 2026 in Review

Empower Advisory Group reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 7.8% in Q2 2026, selling an estimated $550K and leaving 47,293 shares worth $7.01M. The position accounts for 0.02% of the portfolio, ranked #186.

Empower Advisory Group first reported a position in IJR in Q1 2023 and has held it in 14 quarters since. The position peaked at $46.1M in Q3 2023. 2,829 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Empower Advisory Group held 47,293 shares of iShares Core S&P Small-Cap ETF worth $7.01M as of Q2 2026.
  • Empower Advisory Group sold 4,005 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $550K.
  • iShares Core S&P Small-Cap ETF made up 0.02% of Empower Advisory Group's portfolio in Q2 2026, its #186 holding.
  • Empower Advisory Group first reported a position in iShares Core S&P Small-Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • Empower Advisory Group's iShares Core S&P Small-Cap ETF position peaked at $46.1M in Q3 2023.
  • 2,829 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.