Empower Advisory Group
IWD icon

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
Q2 		$631K Sell
2,604
-360
-12% -$83.9K ﹤0.01% 313
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Empower Advisory Group reduced its iShares Russell 1000 Value ETF (IWD) stake by 12% in Q2 2026, selling an estimated $83.9K and leaving 2,604 shares worth $631K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

Empower Advisory Group first reported a position in IWD in Q1 2023 and has held it in 14 quarters since. The position peaked at $854K in Q2 2024. 1,980 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Empower Advisory Group held 2,604 shares of iShares Russell 1000 Value ETF worth $631K as of Q2 2026.
  • Empower Advisory Group sold 360 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $83.9K.
  • iShares Russell 1000 Value ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #313 holding.
  • Empower Advisory Group first reported a position in iShares Russell 1000 Value ETF in Q1 2023 and has held it in 14 quarters since.
  • Empower Advisory Group's iShares Russell 1000 Value ETF position peaked at $854K in Q2 2024.
  • 1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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