Embree Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$215K	Sell
2025 Q2	$281K	Sell
2025 Q1	$403K	Sell
2024 Q4	$493K	Sell
2024 Q3	$503K	Buy
2024 Q2	$428K	Sell
2024 Q1	$836K	Buy
2023 Q4	$598K	Buy