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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$204K Sell
1,544
-399
-21% -$52.7K ﹤0.01% 485
2025
Q1
$245K Sell
1,943
-709
-27% -$89.3K ﹤0.01% 438
2024
Q4
$343K Sell
2,652
-219
-8% -$28.3K ﹤0.01% 382
2024
Q3
$380K Sell
2,871
-105
-4% -$13.9K ﹤0.01% 359
2024
Q2
$359K Buy
2,976
+415
+16% +$50.1K ﹤0.01% 356
2024
Q1
$321K Sell
2,561
-1,081
-30% -$135K ﹤0.01% 391
2023
Q4
$424K Sell
3,642
-88
-2% -$10.2K ﹤0.01% 318
2023
Q3
$389K Buy
3,730
+766
+26% +$79.9K ﹤0.01% 328
2023
Q2
$326K Sell
2,964
-244
-8% -$26.8K ﹤0.01% 372
2023
Q1
$341K Buy
+3,208
New +$341K ﹤0.01% 361