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

Empower Advisory Group’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$549K Buy
2,482
+96
+4% +$20.1K ﹤0.01% 338
2026
Q1 		$452K Buy
2,386
+871
+57% +$169K ﹤0.01% 340
2025
Q4 		$275K Sell
1,515
-848
-36% -$152K ﹤0.01% 427
2025
Q3 		$418K Sell
2,363
-67
-3% -$11.3K ﹤0.01% 364
2025
Q2 		$383K Sell
2,430
-235
-9% -$35K ﹤0.01% 358
2025
Q1 		$402K Buy
2,665
+27
+1% +$4.36K ﹤0.01% 346
2024
Q4 		$433K Buy
2,638
+769
+41% +$131K ﹤0.01% 342
2024
Q3 		$312K Sell
1,869
-44
-2% -$7.15K ﹤0.01% 392
2024
Q2 		$291K Sell
1,913
-54
-3% -$8.26K ﹤0.01% 402
2024
Q1 		$312K Sell
1,967
-751
-28% -$114K ﹤0.01% 398
2023
Q4 		$422K Sell
2,718
-373
-12% -$51.7K ﹤0.01% 319
2023
Q3 		$419K Buy
3,091
+1,356
+78% +$194K ﹤0.01% 318
2023
Q2 		$244K Sell
1,735
-387
-18% -$52.3K ﹤0.01% 431
2023
Q1 		$290K Buy
+2,122
New +$308K ﹤0.01% 392

Other funds holding IWN

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Empower Advisory Group increased its iShares Russell 2000 Value ETF (IWN) stake by 4% in Q2 2026, buying an estimated $20.1K and bringing the position to 2,482 shares worth $549K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

Empower Advisory Group first reported a position in IWN in Q1 2023 and has held it in 14 quarters since. 1,075 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • Empower Advisory Group held 2,482 shares of iShares Russell 2000 Value ETF worth $549K as of Q2 2026.
  • Empower Advisory Group bought 96 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $20.1K.
  • iShares Russell 2000 Value ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #338 holding.
  • Empower Advisory Group first reported a position in iShares Russell 2000 Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,075 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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