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 Q2	$310K	Sell	727 -525	-42%	-$216K	﹤0.01%	429
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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Empower Advisory Group reduced its iShares Russell 3000 ETF (IWV) stake by 42% in Q2 2026, selling an estimated $216K and leaving 727 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Empower Advisory Group first reported a position in IWV in Q1 2023 and has held it in 14 quarters since. The position peaked at $1M in Q3 2025. 909 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Empower Advisory Group held 727 shares of iShares Russell 3000 ETF worth $310K as of Q2 2026.
Empower Advisory Group sold 525 iShares Russell 3000 ETF shares in Q2 2026, an estimated $216K.
iShares Russell 3000 ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #429 holding.
Empower Advisory Group first reported a position in iShares Russell 3000 ETF in Q1 2023 and has held it in 14 quarters since.
Empower Advisory Group's iShares Russell 3000 ETF position peaked at $1M in Q3 2025.
909 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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