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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$334K Sell
2025
Q2
$334K Buy
2025
Q1
$298K Hold
2024
Q4
$336K Buy
2024
Q3
$331K Sell
2024
Q2
$315K Sell
2024
Q1
$342K Buy
2023
Q4
$305K Buy