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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$633K	Sell	2,964 -293	-9%	-$64.2K	﹤0.01%	290
2025 Q4	$685K	Buy	3,257 +621	+24%	+$128K	﹤0.01%	295
2025 Q3	$537K	Buy	2,636 +416	+19%	+$82.8K	﹤0.01%	332
2025 Q2	$431K	Sell	2,220 -1,127	-34%	-$209K	﹤0.01%	344
2025 Q1	$630K	Sell	3,347 -739	-18%	-$141K	﹤0.01%	290
2024 Q4	$756K	Sell	4,086 -26	-0.6%	-$4.99K	﹤0.01%	272
2024 Q3	$780K	Sell	4,112 -785	-16%	-$143K	﹤0.01%	254
2024 Q2	$854K	Buy	4,897 +1,089	+29%	+$190K	﹤0.01%	240
2024 Q1	$682K	Buy	3,808 +761	+25%	+$129K	﹤0.01%	261
2023 Q4	$504K	Sell	3,047 -72	-2%	-$11.1K	﹤0.01%	297
2023 Q3	$474K	Sell	3,119 -422	-12%	-$66.9K	﹤0.01%	301
2023 Q2	$559K	Sell	3,541 -1,320	-27%	-$202K	﹤0.01%	292
2023 Q1	$744K	Buy	+4,861	New	+$751K	﹤0.01%	263

Other funds holding IWD

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

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

Empower Advisory Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 9% in Q1 2026, selling an estimated $64.2K and leaving 2,964 shares worth $633K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

Empower Advisory Group first reported a position in IWD in Q1 2023 and has held it in 13 quarters since. The position peaked at $854K in Q2 2024. 1,897 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

Empower Advisory Group held 2,964 shares of iShares Russell 1000 Value ETF worth $633K as of Q1 2026.
Empower Advisory Group sold 293 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $64.2K.
iShares Russell 1000 Value ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #290 holding.
Empower Advisory Group first reported a position in iShares Russell 1000 Value ETF in Q1 2023 and has held it in 13 quarters since.
Empower Advisory Group's iShares Russell 1000 Value ETF position peaked at $854K in Q2 2024.
1,897 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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