Empower Advisory Group’s iShares Russell 2000 ETF IWM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.86B Buy
8,616,866
+472,801
+6% +$102M 5.57% 2
2025
Q1
$1.62B Buy
8,144,065
+265,987
+3% +$53.1M 5.3% 2
2024
Q4
$1.74B Buy
7,878,078
+199,487
+3% +$44.1M 5.86% 2
2024
Q3
$1.7B Buy
7,678,591
+191,742
+3% +$42.4M 5.73% 2
2024
Q2
$1.52B Buy
7,486,849
+191,688
+3% +$38.9M 5.64% 2
2024
Q1
$1.53B Sell
7,295,161
-200,323
-3% -$42.1M 5.74% 2
2023
Q4
$1.5B Buy
7,495,484
+49,684
+0.7% +$9.97M 5.92% 2
2023
Q3
$1.32B Buy
7,445,800
+33,773
+0.5% +$5.97M 5.82% 2
2023
Q2
$1.39B Buy
7,412,027
+419,753
+6% +$78.6M 5.98% 2
2023
Q1
$1.25B Buy
+6,992,274
New +$1.25B 5.6% 2