EFG
Embree Financial Group’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Sell |
1,303
-715
| -35% | -$154K | 0.04% | 180 |
|
|
2025
Q1 | $403K | Sell |
2,018
-213
| -10% | -$42.5K | 0.07% | 138 |
|
|
2024
Q4 | $493K | Sell |
2,231
-47
| -2% | -$10.4K | 0.08% | 121 |
|
|
2024
Q3 | $503K | Buy |
2,278
+170
| +8% | +$37.5K | 0.09% | 117 |
|
|
2024
Q2 | $428K | Sell |
2,108
-1,867
| -47% | -$379K | 0.08% | 121 |
|
|
2024
Q1 | $836K | Buy |
3,975
+997
| +33% | +$210K | 0.16% | 83 |
|
|
2023
Q4 | $598K | Buy |
+2,978
| New | +$598K | 0.13% | 97 |
|