Empowered Funds’s iShares Russell 2000 ETF IWM Stock Holding History

Empowered Funds’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-24,532	Closed	-$5.94M	–	1459
2025 Q3	$5.94M	Buy	+24,532	New	+$5.63M	0.06%	423
2025 Q2	–	Sell	-4,603	Closed	-$918K	–	1799
2025 Q1	$918K	Sell	4,603 -22,353	-83%	-$4.85M	0.01%	1030
2024 Q4	$5.96M	Buy	+26,956	New	+$6.15M	0.09%	325
2024 Q3	–	Sell	-12,963	Closed	-$2.63M	–	1426
2024 Q2	$2.63M	Buy	+12,963	New	+$2.62M	0.05%	517
2023 Q4	–	Sell	-20,113	Closed	-$3.55M	–	1291
2023 Q3	$3.55M	Buy	+20,113	New	+$3.78M	0.1%	260

Other funds holding IWM

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Empowered Funds's IWM Position: Q4 2025 in Review

Empowered Funds sold out of iShares Russell 2000 ETF (IWM) in Q4 2025, closing a stake of 24,532 shares — an estimated $5.94M sold.

Empowered Funds first reported a position in IWM in Q3 2023 and held it in 5 quarters. The position peaked at $5.96M in Q4 2024. 2,599 funds tracked by Wall St. Rank hold IWM as of Q4 2025.

Empowered Funds reported no remaining iShares Russell 2000 ETF position as of Q4 2025 after selling out during the quarter.
Empowered Funds sold 24,532 iShares Russell 2000 ETF shares in Q4 2025, an estimated $5.94M.
Empowered Funds first reported a position in iShares Russell 2000 ETF in Q3 2023 and held it in 5 quarters.
Empowered Funds's iShares Russell 2000 ETF position peaked at $5.96M in Q4 2024.
2,599 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2025.

Based on Empowered Funds's 13F filing for Q4 2025, filed 11 Feb 2026.