Empower Advisory Group’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$269K	Sell	2,099 -915	-30%	-$124K	﹤0.01%	438
2025 Q4	$413K	Sell	3,014 -1,493	-33%	-$209K	﹤0.01%	362
2025 Q3	$642K	Sell	4,507 -86	-2%	-$12.2K	﹤0.01%	299
2025 Q2	$637K	Buy	4,593 +2,683	+140%	+$339K	﹤0.01%	293
2025 Q1	$224K	Sell	1,910 -5	-0.3%	-$643	﹤0.01%	458
2024 Q4	$243K	Sell	1,915 -365	-16%	-$46.4K	﹤0.01%	446
2024 Q3	$267K	Sell	2,280 -128	-5%	-$14.3K	﹤0.01%	423
2024 Q2	$266K	Buy	2,408 +582	+32%	+$63.9K	﹤0.01%	426
2024 Q1	$208K	Buy	+1,826	New	+$198K	﹤0.01%	482
2023 Q4	–	Sell	-2,624	Closed	-$240K	–	482
2023 Q3	$240K	Sell	2,624 -437	-14%	-$41.8K	﹤0.01%	423
2023 Q2	$296K	Buy	3,061 +343	+13%	+$31.3K	﹤0.01%	394
2023 Q1	$247K	Buy	+2,718	New	+$243K	﹤0.01%	431

Other funds holding IWP

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

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

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Empower Advisory Group reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 30% in Q1 2026, selling an estimated $124K and leaving 2,099 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

Empower Advisory Group first reported a position in IWP in Q1 2023 and has held it in 12 quarters since. The position peaked at $642K in Q3 2025. 1,171 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

Empower Advisory Group held 2,099 shares of iShares Russell Mid-Cap Growth ETF worth $269K as of Q1 2026.
Empower Advisory Group sold 915 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $124K.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #438 holding.
Empower Advisory Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2023 and has held it in 12 quarters since.
Empower Advisory Group's iShares Russell Mid-Cap Growth ETF position peaked at $642K in Q3 2025.
1,171 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

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