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Embree Financial Group’s iShares Russell 1000 ETF IWB Stock Holding History

Embree Financial Group’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$484K Buy
1,183
+1
+0.1% +$396 0.05% 171
2026
Q1 		$422K Buy
1,182
+1
+0.1% +$373 0.05% 169
2025
Q4 		$441K Buy
1,181
+286
+32% +$106K 0.05% 159
2025
Q3 		$327K Hold
895
– – 0.04% 173
2025
Q2 		$304K Hold
895
– – 0.05% 173
2025
Q1 		$275K Hold
895
– – 0.05% 174
2024
Q4 		$288K Sell
895
-5
-0.6% -$1.62K 0.05% 159
2024
Q3 		$283K Hold
900
– – 0.05% 157
2024
Q2 		$268K Hold
900
– – 0.05% 156
2024
Q1 		$259K Hold
900
– – 0.05% 163
2023
Q4 		$236K Buy
+900
New +$220K 0.05% 160

Other funds holding IWB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Embree Financial Group's IWB Position: Q2 2026 in Review

Embree Financial Group increased its iShares Russell 1000 ETF (IWB) stake by 0.08% in Q2 2026, buying an estimated $396 and bringing the position to 1,183 shares worth $484K. The position accounts for 0.05% of the portfolio, ranked #171.

Embree Financial Group first reported a position in IWB in Q4 2023 and has held it in 11 quarters since. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Embree Financial Group held 1,183 shares of iShares Russell 1000 ETF worth $484K as of Q2 2026.
  • Embree Financial Group bought 1 iShares Russell 1000 ETF share in Q2 2026, an estimated $396.
  • iShares Russell 1000 ETF made up 0.05% of Embree Financial Group's portfolio in Q2 2026, its #171 holding.
  • Embree Financial Group first reported a position in iShares Russell 1000 ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Embree Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.