Empower Advisory Group
IYW icon

Empower Advisory Group’s iShares US Technology ETF IYW Stock Holding History

Empower Advisory Group’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$687K Sell
2,724
-1,622
-37% -$373K ﹤0.01% 297
2026
Q1 		$788K Sell
4,346
-3,246
-43% -$627K ﹤0.01% 264
2025
Q4 		$1.52M Buy
7,592
+2,334
+44% +$467K ﹤0.01% 224
2025
Q3 		$1.03M Buy
5,258
+187
+4% +$34.2K ﹤0.01% 251
2025
Q2 		$879K Buy
5,071
+277
+6% +$42K ﹤0.01% 255
2025
Q1 		$673K Sell
4,794
-131
-3% -$20.4K ﹤0.01% 283
2024
Q4 		$786K Buy
4,925
+530
+12% +$83.9K ﹤0.01% 266
2024
Q3 		$666K Sell
4,395
-296
-6% -$43.5K ﹤0.01% 281
2024
Q2 		$706K Buy
4,691
+340
+8% +$47K ﹤0.01% 260
2024
Q1 		$588K Sell
4,351
-19
-0.4% -$2.47K ﹤0.01% 282
2023
Q4 		$536K Buy
4,370
+19
+0.4% +$2.15K ﹤0.01% 291
2023
Q3 		$457K Sell
4,351
-28
-0.6% -$3.04K ﹤0.01% 305
2023
Q2 		$477K Sell
4,379
-508
-10% -$49.9K ﹤0.01% 317
2023
Q1 		$453K Buy
+4,887
New +$410K ﹤0.01% 321

Other funds holding IYW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Empower Advisory Group reduced its iShares US Technology ETF (IYW) stake by 37% in Q2 2026, selling an estimated $373K and leaving 2,724 shares worth $687K. The position accounts for ﹤0.01% of the portfolio, ranked #297.

Empower Advisory Group first reported a position in IYW in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.52M in Q4 2025. 1,298 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • Empower Advisory Group held 2,724 shares of iShares US Technology ETF worth $687K as of Q2 2026.
  • Empower Advisory Group sold 1,622 iShares US Technology ETF shares in Q2 2026, an estimated $373K.
  • iShares US Technology ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #297 holding.
  • Empower Advisory Group first reported a position in iShares US Technology ETF in Q1 2023 and has held it in 14 quarters since.
  • Empower Advisory Group's iShares US Technology ETF position peaked at $1.52M in Q4 2025.
  • 1,298 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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