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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$696K Buy
7,567
+1,345
+22% +$124K ﹤0.01% 285
2025
Q1
$529K Buy
6,222
+7
+0.1% +$595 ﹤0.01% 313
2024
Q4
$549K Sell
6,215
-121
-2% -$10.7K ﹤0.01% 313
2024
Q3
$558K Sell
6,336
-867
-12% -$76.4K ﹤0.01% 299
2024
Q2
$584K Sell
7,203
-498
-6% -$40.4K ﹤0.01% 286
2024
Q1
$648K Buy
7,701
+163
+2% +$13.7K ﹤0.01% 273
2023
Q4
$586K Buy
7,538
+398
+6% +$30.9K ﹤0.01% 285
2023
Q3
$494K Sell
7,140
-677
-9% -$46.9K ﹤0.01% 295
2023
Q2
$571K Buy
7,817
+1,564
+25% +$114K ﹤0.01% 288
2023
Q1
$437K Buy
+6,253
New +$437K ﹤0.01% 327