Empower Advisory Group
IWB icon

Empower Advisory Group’s iShares Russell 1000 ETF IWB Stock Holding History

Empower Advisory Group’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$176M Sell
430,492
-12,067
-3% -$4.78M 0.42% 43
2026
Q1 		$158M Buy
442,559
+135,222
+44% +$50.4M 0.41% 44
2025
Q4 		$115M Sell
307,337
-159,616
-34% -$59.1M 0.31% 58
2025
Q3 		$171M Sell
466,953
-11,905
-2% -$4.19M 0.47% 36
2025
Q2 		$163M Sell
478,858
-13,717
-3% -$4.31M 0.49% 38
2025
Q1 		$151M Sell
492,575
-9,177
-2% -$2.97M 0.49% 35
2024
Q4 		$162M Sell
501,752
-11,582
-2% -$3.75M 0.54% 34
2024
Q3 		$161M Sell
513,334
-10,442
-2% -$3.16M 0.55% 34
2024
Q2 		$156M Sell
523,776
-20,747
-4% -$5.96M 0.58% 34
2024
Q1 		$157M Sell
544,523
-24,069
-4% -$6.6M 0.59% 34
2023
Q4 		$149M Sell
568,592
-12,791
-2% -$3.13M 0.59% 33
2023
Q3 		$137M Sell
581,383
-9,773
-2% -$2.39M 0.6% 32
2023
Q2 		$144M Sell
591,156
-17,762
-3% -$4.09M 0.62% 30
2023
Q1 		$138M Buy
+608,918
New +$134M 0.62% 29

Other funds holding IWB

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Empower Advisory Group reduced its iShares Russell 1000 ETF (IWB) stake by 2.7% in Q2 2026, selling an estimated $4.78M and leaving 430,492 shares worth $176M. The position accounts for 0.42% of the portfolio, ranked #43.

Empower Advisory Group first reported a position in IWB in Q1 2023 and has held it in 14 quarters since. 1,550 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Empower Advisory Group held 430,492 shares of iShares Russell 1000 ETF worth $176M as of Q2 2026.
  • Empower Advisory Group sold 12,067 iShares Russell 1000 ETF shares in Q2 2026, an estimated $4.78M.
  • iShares Russell 1000 ETF made up 0.42% of Empower Advisory Group's portfolio in Q2 2026, its #43 holding.
  • Empower Advisory Group first reported a position in iShares Russell 1000 ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,550 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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