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Empowered Funds’s iShares Russell 1000 ETF IWB Stock Holding History

Empowered Funds’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$527K Sell
1,288
-494
-28% -$196K ﹤0.01% 1660
2026
Q1 		$635K Buy
+1,782
New +$664K ﹤0.01% 1557
2024
Q2 		– Sell
-709
Closed -$204K – 1421
2024
Q1 		$204K Buy
+709
New +$194K ﹤0.01% 1302

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Empowered Funds's IWB Position: Q2 2026 in Review

Empowered Funds reduced its iShares Russell 1000 ETF (IWB) stake by 28% in Q2 2026, selling an estimated $196K and leaving 1,288 shares worth $527K. The position accounts for ﹤0.01% of the portfolio, ranked #1660.

Empowered Funds first reported a position in IWB in Q1 2024 and has held it in 3 quarters since. The position peaked at $635K in Q1 2026. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Empowered Funds held 1,288 shares of iShares Russell 1000 ETF worth $527K as of Q2 2026.
  • Empowered Funds sold 494 iShares Russell 1000 ETF shares in Q2 2026, an estimated $196K.
  • iShares Russell 1000 ETF made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #1660 holding.
  • Empowered Funds first reported a position in iShares Russell 1000 ETF in Q1 2024 and has held it in 3 quarters since.
  • Empowered Funds's iShares Russell 1000 ETF position peaked at $635K in Q1 2026.
  • 1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.