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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$327K Hold
2025
Q2
$304K Hold
2025
Q1
$275K Hold
2024
Q4
$288K Sell
2024
Q3
$283K Hold
2024
Q2
$268K Hold
2024
Q1
$259K Hold
2023
Q4
$236K Buy