EFG
Embree Financial Group’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Hold |
895
| – | – | 0.05% | 172 |
|
|
2025
Q1 | $275K | Hold |
895
| – | – | 0.05% | 174 |
|
|
2024
Q4 | $288K | Sell |
895
-5
| -0.6% | -$1.61K | 0.05% | 159 |
|
|
2024
Q3 | $283K | Hold |
900
| – | – | 0.05% | 157 |
|
|
2024
Q2 | $268K | Hold |
900
| – | – | 0.05% | 155 |
|
|
2024
Q1 | $259K | Hold |
900
| – | – | 0.05% | 163 |
|
|
2023
Q4 | $236K | Buy |
+900
| New | +$236K | 0.05% | 160 |
|