Embree Financial Group’s iShares Russell 3000 ETF IWV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$27M Sell
2025
Q2
$25.2M Sell
2025
Q1
$23M Sell
2024
Q4
$24.5M Sell
2024
Q3
$24M Buy
2024
Q2
$22.6M Sell
2024
Q1
$23M Sell
2023
Q4
$21.3M Buy