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Empowered Funds’s iShares Russell 3000 ETF IWV Stock Holding History

Empowered Funds’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 		$1.47M Buy
3,454
+64
+2% +$26.4K 0.01% 1333
2026
Q1 		$1.26M Buy
+3,390
New +$1.31M 0.01% 1321
2025
Q4 		– Sell
-5,419
Closed -$2.05M – 1463
2025
Q3 		$2.05M Sell
5,419
-3,072
-36% -$1.12M 0.02% 913
2025
Q2 		$2.98M Buy
+8,491
New +$2.76M 0.03% 639

Other funds holding IWV

Goldman Sachs
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empowered Funds's IWV Position: Q2 2026 in Review

Empowered Funds increased its iShares Russell 3000 ETF (IWV) stake by 1.9% in Q2 2026, buying an estimated $26.4K and bringing the position to 3,454 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #1333.

Empowered Funds first reported a position in IWV in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.98M in Q2 2025. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

  • Empowered Funds held 3,454 shares of iShares Russell 3000 ETF worth $1.47M as of Q2 2026.
  • Empowered Funds bought 64 iShares Russell 3000 ETF shares in Q2 2026, an estimated $26.4K.
  • iShares Russell 3000 ETF made up 0.01% of Empowered Funds's portfolio in Q2 2026, its #1333 holding.
  • Empowered Funds first reported a position in iShares Russell 3000 ETF in Q2 2025 and has held it in 4 quarters since.
  • Empowered Funds's iShares Russell 3000 ETF position peaked at $2.98M in Q2 2025.
  • 906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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