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 Q2	$307K	Hold	2,099	–	–	﹤0.01%	433
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 $1.89T AUM 35.08% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Empower Advisory Group held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 2,099 shares worth $307K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

Empower Advisory Group first reported a position in IWP in Q1 2023 and has held it in 13 quarters since. The position peaked at $642K in Q3 2025. 1,220 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Empower Advisory Group held 2,099 shares of iShares Russell Mid-Cap Growth ETF worth $307K as of Q2 2026.
Empower Advisory Group left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #433 holding.
Empower Advisory Group first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2023 and has held it in 13 quarters since.
Empower Advisory Group's iShares Russell Mid-Cap Growth ETF position peaked at $642K in Q3 2025.
1,220 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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