Empower Advisory Group’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.38B	Sell	7,928,734 -662,017	-8%	-$186M	5.68%	2
2026 Q1	$2.13B	Buy	8,590,751 +120,455	+1%	+$31.1M	5.53%	2
2025 Q4	$2.09B	Sell	8,470,296 -146,397	-2%	-$36M	5.63%	2
2025 Q3	$2.08B	Sell	8,616,693 -173	-0%	-$39.7K	5.78%	2
2025 Q2	$1.86B	Buy	8,616,866 +472,801	+6%	+$95.1M	5.57%	2
2025 Q1	$1.62B	Buy	8,144,065 +265,987	+3%	+$57.7M	5.3%	2
2024 Q4	$1.74B	Buy	7,878,078 +199,487	+3%	+$45.5M	5.86%	2
2024 Q3	$1.7B	Buy	7,678,591 +191,742	+3%	+$41M	5.73%	2
2024 Q2	$1.52B	Buy	7,486,849 +191,688	+3%	+$38.7M	5.64%	2
2024 Q1	$1.53B	Sell	7,295,161 -200,323	-3%	-$40M	5.74%	2
2023 Q4	$1.5B	Buy	7,495,484 +49,684	+0.7%	+$8.9M	5.92%	2
2023 Q3	$1.32B	Buy	7,445,800 +33,773	+0.5%	+$6.34M	5.82%	2
2023 Q2	$1.39B	Buy	7,412,027 +419,753	+6%	+$74.8M	5.98%	2
2023 Q1	$1.25B	Buy	+6,992,274	New	+$1.29B	5.6%	2

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Empower Advisory Group reduced its iShares Russell 2000 ETF (IWM) stake by 7.7% in Q2 2026, selling an estimated $186M and leaving 7,928,734 shares worth $2.38B. The position accounts for 5.68% of the portfolio, ranked #2.

Empower Advisory Group first reported a position in IWM in Q1 2023 and has held it in 14 quarters since. 2,729 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Empower Advisory Group held 7,928,734 shares of iShares Russell 2000 ETF worth $2.38B as of Q2 2026.
Empower Advisory Group sold 662,017 iShares Russell 2000 ETF shares in Q2 2026, an estimated $186M.
iShares Russell 2000 ETF made up 5.68% of Empower Advisory Group's portfolio in Q2 2026, its #2 holding.
Empower Advisory Group first reported a position in iShares Russell 2000 ETF in Q1 2023 and has held it in 14 quarters since.
2,729 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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