Empower Advisory Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Empower Advisory Group’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$792K	Sell	8,141 -790	-9%	-$78.9K	﹤0.01%	263
2025 Q4	$860K	Buy	8,931 +1,421	+19%	+$137K	﹤0.01%	269
2025 Q3	$725K	Sell	7,510 -57	-0.8%	-$5.4K	﹤0.01%	283
2025 Q2	$696K	Buy	7,567 +1,345	+22%	+$116K	﹤0.01%	285
2025 Q1	$529K	Buy	6,222 +7	+0.1%	+$624	﹤0.01%	313
2024 Q4	$549K	Sell	6,215 -121	-2%	-$11K	﹤0.01%	313
2024 Q3	$558K	Sell	6,336 -867	-12%	-$73K	﹤0.01%	299
2024 Q2	$584K	Sell	7,203 -498	-6%	-$40.5K	﹤0.01%	286
2024 Q1	$648K	Buy	7,701 +163	+2%	+$12.9K	﹤0.01%	273
2023 Q4	$586K	Buy	7,538 +398	+6%	+$28.3K	﹤0.01%	285
2023 Q3	$494K	Sell	7,140 -677	-9%	-$49.4K	﹤0.01%	295
2023 Q2	$571K	Buy	7,817 +1,564	+25%	+$109K	﹤0.01%	288
2023 Q1	$437K	Buy	+6,253	New	+$442K	﹤0.01%	327

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Empower Advisory Group's IWR Position: Q1 2026 in Review

Empower Advisory Group reduced its iShares Russell Mid-Cap ETF (IWR) stake by 8.8% in Q1 2026, selling an estimated $78.9K and leaving 8,141 shares worth $792K. The position accounts for ﹤0.01% of the portfolio, ranked #263.

Empower Advisory Group first reported a position in IWR in Q1 2023 and has held it in 13 quarters since. The position peaked at $860K in Q4 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Empower Advisory Group held 8,141 shares of iShares Russell Mid-Cap ETF worth $792K as of Q1 2026.
Empower Advisory Group sold 790 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $78.9K.
iShares Russell Mid-Cap ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #263 holding.
Empower Advisory Group first reported a position in iShares Russell Mid-Cap ETF in Q1 2023 and has held it in 13 quarters since.
Empower Advisory Group's iShares Russell Mid-Cap ETF position peaked at $860K in Q4 2025.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.