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Empowered Funds’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Empowered Funds’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.3M Buy
20,885
+18,696
+854% +$1.97M 0.01% 1107
2026
Q1 		$213K Buy
+2,189
New +$219K ﹤0.01% 1995
2025
Q4 		– Sell
-11,654
Closed -$1.13M – 1462
2025
Q3 		$1.13M Buy
11,654
+5,336
+84% +$506K 0.01% 1141
2025
Q2 		$581K Buy
+6,318
New +$546K 0.01% 1262

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Empowered Funds's IWR Position: Q2 2026 in Review

Empowered Funds increased its iShares Russell Mid-Cap ETF (IWR) stake by 854% in Q2 2026, buying an estimated $1.97M and bringing the position to 20,885 shares worth $2.3M. The position accounts for 0.01% of the portfolio, ranked #1107.

Empowered Funds first reported a position in IWR in Q2 2025 and has held it in 4 quarters since. 1,584 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Empowered Funds held 20,885 shares of iShares Russell Mid-Cap ETF worth $2.3M as of Q2 2026.
  • Empowered Funds bought 18,696 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $1.97M.
  • iShares Russell Mid-Cap ETF made up 0.01% of Empowered Funds's portfolio in Q2 2026, its #1107 holding.
  • Empowered Funds first reported a position in iShares Russell Mid-Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,584 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.