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Empowered Funds’s iShares Russell 1000 Value ETF IWD Stock Holding History

Empowered Funds’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.94M Buy
16,243
+582
+4% +$136K 0.02% 813
2026
Q1 		$3.35M Buy
+15,661
New +$3.43M 0.02% 828
2024
Q2 		– Sell
-1,620
Closed -$290K – 1422
2024
Q1 		$290K Buy
+1,620
New +$274K 0.01% 1217
2023
Q4 		– Sell
-24,430
Closed -$3.71M – 1290
2023
Q3 		$3.71M Buy
+24,430
New +$3.87M 0.11% 252

Other funds holding IWD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Empowered Funds's IWD Position: Q2 2026 in Review

Empowered Funds increased its iShares Russell 1000 Value ETF (IWD) stake by 3.7% in Q2 2026, buying an estimated $136K and bringing the position to 16,243 shares worth $3.94M. The position accounts for 0.02% of the portfolio, ranked #813.

Empowered Funds first reported a position in IWD in Q3 2023 and has held it in 4 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Empowered Funds held 16,243 shares of iShares Russell 1000 Value ETF worth $3.94M as of Q2 2026.
  • Empowered Funds bought 582 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $136K.
  • iShares Russell 1000 Value ETF made up 0.02% of Empowered Funds's portfolio in Q2 2026, its #813 holding.
  • Empowered Funds first reported a position in iShares Russell 1000 Value ETF in Q3 2023 and has held it in 4 quarters since.
  • 1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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