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 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Empower Advisory Group increased its iShares Russell 1000 ETF (IWB) stake by 44% in Q1 2026, buying an estimated $50.4M and bringing the position to 442,559 shares worth $158M. The position accounts for 0.41% of the portfolio, ranked #44.

Empower Advisory Group first reported a position in IWB in Q1 2023 and has held it in 13 quarters since. The position peaked at $171M in Q3 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

Empower Advisory Group held 442,559 shares of iShares Russell 1000 ETF worth $158M as of Q1 2026.
Empower Advisory Group bought 135,222 iShares Russell 1000 ETF shares in Q1 2026, an estimated $50.4M.
iShares Russell 1000 ETF made up 0.41% of Empower Advisory Group's portfolio in Q1 2026, its #44 holding.
Empower Advisory Group first reported a position in iShares Russell 1000 ETF in Q1 2023 and has held it in 13 quarters since.
Empower Advisory Group's iShares Russell 1000 ETF position peaked at $171M in Q3 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

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