EFG
Embree Financial Group’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
5,712
+249
| +5% | +$48.4K | 0.17% | 92 |
|
|
2025
Q1 | $1.03M | Sell |
5,463
-970
| -15% | -$183K | 0.17% | 89 |
|
|
2024
Q4 | $1.19M | Buy |
6,433
+86
| +1% | +$15.9K | 0.2% | 76 |
|
|
2024
Q3 | $1.2M | Buy |
6,347
+22
| +0.3% | +$4.18K | 0.21% | 75 |
|
|
2024
Q2 | $1.1M | Sell |
6,325
-244
| -4% | -$42.6K | 0.21% | 75 |
|
|
2024
Q1 | $1.18M | Sell |
6,569
-61
| -0.9% | -$10.9K | 0.23% | 77 |
|
|
2023
Q4 | $1.1M | Buy |
+6,630
| New | +$1.1M | 0.23% | 79 |
|