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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$270K	Buy	1,638 +23	+1%	+$3.63K	﹤0.01%	457
2026 Q1	$235K	Sell	1,615 -196	-11%	-$29.1K	﹤0.01%	461
2025 Q4	$255K	Buy	1,811 +196	+12%	+$27.4K	﹤0.01%	440
2025 Q3	$226K	Buy	1,615 +71	+5%	+$9.71K	﹤0.01%	498
2025 Q2	$204K	Sell	1,544 -399	-21%	-$50K	﹤0.01%	485
2025 Q1	$245K	Sell	1,943 -709	-27%	-$92.3K	﹤0.01%	438
2024 Q4	$343K	Sell	2,652 -219	-8%	-$29.3K	﹤0.01%	382
2024 Q3	$380K	Sell	2,871 -105	-4%	-$13.3K	﹤0.01%	359
2024 Q2	$359K	Buy	2,976 +415	+16%	+$50.4K	﹤0.01%	356
2024 Q1	$321K	Sell	2,561 -1,081	-30%	-$127K	﹤0.01%	391
2023 Q4	$424K	Sell	3,642 -88	-2%	-$9.38K	﹤0.01%	318
2023 Q3	$389K	Buy	3,730 +766	+26%	+$84.4K	﹤0.01%	328
2023 Q2	$326K	Sell	2,964 -244	-8%	-$25.7K	﹤0.01%	372
2023 Q1	$341K	Buy	+3,208	New	+$350K	﹤0.01%	361

Other funds holding IWS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Empower Advisory Group's IWS Position: Q2 2026 in Review

Empower Advisory Group increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 1.4% in Q2 2026, buying an estimated $3.63K and bringing the position to 1,638 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

Empower Advisory Group first reported a position in IWS in Q1 2023 and has held it in 14 quarters since. The position peaked at $424K in Q4 2023. 1,047 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Empower Advisory Group held 1,638 shares of iShares Russell Mid-Cap Value ETF worth $270K as of Q2 2026.
Empower Advisory Group bought 23 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $3.63K.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #457 holding.
Empower Advisory Group first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
Empower Advisory Group's iShares Russell Mid-Cap Value ETF position peaked at $424K in Q4 2023.
1,047 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.