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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
Q1 		– Sell
-300
Closed -$73.8K – 277
2025
Q4 		$73.8K Buy
+300
New +$73.8K 0.01% 239

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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. 2,730 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.
  • 2,730 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.