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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
2026
Q2 		$228K Buy
+759
New +$213K 0.02% 260
2026
Q1 		– Sell
-542
Closed -$133K – 278
2025
Q4 		$133K Sell
542
-345
-39% -$84.8K 0.02% 232
2025
Q3 		$215K Sell
887
-416
-32% -$95.5K 0.03% 211
2025
Q2 		$281K Sell
1,303
-715
-35% -$144K 0.04% 181
2025
Q1 		$403K Sell
2,018
-213
-10% -$46.2K 0.07% 138
2024
Q4 		$493K Sell
2,231
-47
-2% -$10.7K 0.08% 121
2024
Q3 		$503K Buy
2,278
+170
+8% +$36.4K 0.09% 117
2024
Q2 		$428K Sell
2,108
-1,867
-47% -$377K 0.08% 121
2024
Q1 		$836K Buy
3,975
+997
+33% +$199K 0.16% 83
2023
Q4 		$598K Buy
+2,978
New +$534K 0.13% 97

Other funds holding IWM

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

Embree Financial Group opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 759 shares worth $228K. The stake represents 0.02% of the portfolio and ranks #260 among its holdings. This is a return to the name: Embree Financial Group previously reported a position in IWM as recently as Q4 2025.

Embree Financial Group first reported a position in IWM in Q4 2023 and has held it in 10 quarters since. The position peaked at $836K in Q1 2024. 526 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Embree Financial Group held 759 shares of iShares Russell 2000 ETF worth $228K as of Q2 2026.
  • iShares Russell 2000 ETF was a new Embree Financial Group position in Q2 2026.
  • iShares Russell 2000 ETF made up 0.02% of Embree Financial Group's portfolio in Q2 2026, its #260 holding.
  • Embree Financial Group first reported a position in iShares Russell 2000 ETF in Q4 2023 and has held it in 10 quarters since.
  • Embree Financial Group's iShares Russell 2000 ETF position peaked at $836K in Q1 2024.
  • 526 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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