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

Embree Financial Group’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.25M	Buy	58,407 +15	+0%	+$1.81K	0.73%	35
2026 Q1	$6.22M	Buy	58,392 +840	+1%	+$95.3K	0.73%	32
2025 Q4	$6.81M	Sell	57,552 -4,248	-7%	-$503K	0.83%	28
2025 Q3	$7.24M	Sell	61,800 -400	-0.6%	-$44.5K	0.97%	24
2025 Q2	$6.6M	Buy	62,200 +48	+0.1%	+$4.59K	0.99%	21
2025 Q1	$5.61M	Buy	62,152 +15,928	+34%	+$1.57M	0.94%	26
2024 Q4	$4.64M	Buy	46,224 +20	+0%	+$1.97K	0.79%	24
2024 Q3	$4.34M	Sell	46,204 -32	-0.1%	-$2.9K	0.77%	25
2024 Q2	$4.21M	Sell	46,236 -8,032	-15%	-$686K	0.81%	23
2024 Q1	$4.57M	Buy	54,268 +28,404	+110%	+$2.29M	0.9%	23
2023 Q4	$1.96M	Buy	+25,864	New	+$1.83M	0.41%	53

Other funds holding IWF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Embree Financial Group increased its iShares Russell 1000 Growth ETF (IWF) stake by 0.03% in Q2 2026, buying an estimated $1.81K and bringing the position to 58,407 shares worth $7.25M. The position accounts for 0.73% of the portfolio, ranked #35.

Embree Financial Group first reported a position in IWF in Q4 2023 and has held it in 11 quarters since. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Embree Financial Group held 58,407 shares of iShares Russell 1000 Growth ETF worth $7.25M as of Q2 2026.
Embree Financial Group bought 15 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $1.81K.
iShares Russell 1000 Growth ETF made up 0.73% of Embree Financial Group's portfolio in Q2 2026, its #35 holding.
Embree Financial Group first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and has held it in 11 quarters since.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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