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 |
|