Empower Advisory Group
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Empower Advisory Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Empower Advisory Group’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$235K Sell
1,615
-196
-11% -$29.1K ﹤0.01% 461
2025
Q4 		$255K Buy
1,811
+196
+12% +$27.4K ﹤0.01% 440
2025
Q3 		$226K Buy
1,615
+71
+5% +$9.71K ﹤0.01% 498
2025
Q2 		$204K Sell
1,544
-399
-21% -$50K ﹤0.01% 485
2025
Q1 		$245K Sell
1,943
-709
-27% -$92.3K ﹤0.01% 438
2024
Q4 		$343K Sell
2,652
-219
-8% -$29.3K ﹤0.01% 382
2024
Q3 		$380K Sell
2,871
-105
-4% -$13.3K ﹤0.01% 359
2024
Q2 		$359K Buy
2,976
+415
+16% +$50.4K ﹤0.01% 356
2024
Q1 		$321K Sell
2,561
-1,081
-30% -$127K ﹤0.01% 391
2023
Q4 		$424K Sell
3,642
-88
-2% -$9.38K ﹤0.01% 318
2023
Q3 		$389K Buy
3,730
+766
+26% +$84.4K ﹤0.01% 328
2023
Q2 		$326K Sell
2,964
-244
-8% -$25.7K ﹤0.01% 372
2023
Q1 		$341K Buy
+3,208
New +$350K ﹤0.01% 361

Other funds holding IWS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

Empower Advisory Group reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 11% in Q1 2026, selling an estimated $29.1K and leaving 1,615 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Empower Advisory Group first reported a position in IWS in Q1 2023 and has held it in 13 quarters since. The position peaked at $424K in Q4 2023. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • Empower Advisory Group held 1,615 shares of iShares Russell Mid-Cap Value ETF worth $235K as of Q1 2026.
  • Empower Advisory Group sold 196 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $29.1K.
  • iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #461 holding.
  • Empower Advisory Group first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2023 and has held it in 13 quarters since.
  • Empower Advisory Group's iShares Russell Mid-Cap Value ETF position peaked at $424K in Q4 2023.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

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