EFG
Embree Financial Group’s iShares Russell 2000 Value ETF IWN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $451K | Buy |
2,859
+3
| +0.1% | +$473 | 0.07% | 138 |
|
|
2025
Q1 | $431K | Sell |
2,856
-38
| -1% | -$5.74K | 0.07% | 135 |
|
|
2024
Q4 | $475K | Buy |
2,894
+2
| +0.1% | +$328 | 0.08% | 122 |
|
|
2024
Q3 | $482K | Sell |
2,892
-82
| -3% | -$13.7K | 0.09% | 120 |
|
|
2024
Q2 | $453K | Buy |
2,974
+87
| +3% | +$13.3K | 0.09% | 116 |
|
|
2024
Q1 | $459K | Sell |
2,887
-206
| -7% | -$32.7K | 0.09% | 124 |
|
|
2023
Q4 | $480K | Buy |
+3,093
| New | +$480K | 0.1% | 114 |
|