Empower Advisory Group, LLC IWM Holdings History
Empower Advisory Group, LLC's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, Empower Advisory Group, LLC held 8.14 Mil shares of iShares Russell 2000 ETF(IWM), totaling $1.62 Bil. This investment constitutes 5.3% of their stock portfolio, and Empower Advisory Group, LLC now holds 2.73% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2023Q1. And since then Empower Advisory Group, LLC has made 7 purchases of IWM, at an average price of $186.48, for a total of 8.34 Mil shares. In addition, there have been 1 sales at an average price of $199.48 for 200,323.00 shares. Based on historical transaction data and IWM's current price of $223.92, Empower Advisory Group, LLC's estimated gain on his IWM holdings is $307.51 Mil, reflecting a 19.76% gain to date.
Empower Advisory Group, LLC IWM ($223.92) Holding Chart
Empower Advisory Group, LLC IWM ($223.92) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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