Empower Advisory Group
IWV icon

Empower Advisory Group’s iShares Russell 3000 ETF IWV Stock Holding History

Empower Advisory Group’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$464K Sell
1,252
-778
-38% -$301K ﹤0.01% 334
2025
Q4 		$785K Sell
2,030
-615
-23% -$236K ﹤0.01% 281
2025
Q3 		$1M Hold
2,645
– – ﹤0.01% 252
2025
Q2 		$928K Hold
2,645
– – ﹤0.01% 249
2025
Q1 		$840K Hold
2,645
– – ﹤0.01% 253
2024
Q4 		$884K Hold
2,645
– – ﹤0.01% 252
2024
Q3 		$864K Hold
2,645
– – ﹤0.01% 246
2024
Q2 		$816K Sell
2,645
-512
-16% -$153K ﹤0.01% 243
2024
Q1 		$947K Buy
3,157
+386
+14% +$110K ﹤0.01% 231
2023
Q4 		$759K Sell
2,771
-204
-7% -$52K ﹤0.01% 250
2023
Q3 		$729K Sell
2,975
-57
-2% -$14.6K ﹤0.01% 251
2023
Q2 		$772K Buy
3,032
+57
+2% +$13.7K ﹤0.01% 250
2023
Q1 		$702K Buy
+2,975
New +$687K ﹤0.01% 269

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
PWA
Pitcairn Wealth Advisors Conshohocken, Pennsylvania $1.09B AUM
UMC
UNC Management Company Chapel Hill, North Carolina $1.64B AUM 17.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return