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 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 $1.37T 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

Empower Advisory Group increased its iShares Russell 2000 ETF (IWM) stake by 1.4% in Q1 2026, buying an estimated $31.1M and bringing the position to 8,590,751 shares worth $2.13B. The position accounts for 5.53% of the portfolio, ranked #2.

Empower Advisory Group first reported a position in IWM in Q1 2023 and has held it in 13 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Empower Advisory Group held 8,590,751 shares of iShares Russell 2000 ETF worth $2.13B as of Q1 2026.
Empower Advisory Group bought 120,455 iShares Russell 2000 ETF shares in Q1 2026, an estimated $31.1M.
iShares Russell 2000 ETF made up 5.53% of Empower Advisory Group's portfolio in Q1 2026, its #2 holding.
Empower Advisory Group first reported a position in iShares Russell 2000 ETF in Q1 2023 and has held it in 13 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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