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 |
|