EFG
Embree Financial Group’s iShares Russell 2000 Growth ETF IWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Buy |
1,168
+1
| +0.1% | +$286 | 0.05% | 163 |
|
|
2025
Q1 | $298K | Hold |
1,167
| – | – | 0.05% | 163 |
|
|
2024
Q4 | $336K | Buy |
1,167
+1
| +0.1% | +$288 | 0.06% | 147 |
|
|
2024
Q3 | $331K | Sell |
1,166
-35
| -3% | -$9.94K | 0.06% | 145 |
|
|
2024
Q2 | $315K | Sell |
1,201
-64
| -5% | -$16.8K | 0.06% | 141 |
|
|
2024
Q1 | $342K | Buy |
1,265
+55
| +5% | +$14.9K | 0.07% | 141 |
|
|
2023
Q4 | $305K | Buy |
+1,210
| New | +$305K | 0.06% | 142 |
|