EFMC
Empire Financial Management Company’s iShares Russell 1000 Value ETF IWD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $709K | Sell |
3,652
-106
| -3% | -$20.6K | 0.2% | 124 |
|
|
2025
Q1 | $707K | Hold |
3,758
| – | – | 0.22% | 116 |
|
|
2024
Q4 | $696K | Hold |
3,758
| – | – | 0.22% | 121 |
|
|
2024
Q3 | $713K | Hold |
3,758
| – | – | 0.22% | 121 |
|
|
2024
Q2 | $656K | Sell |
3,758
-80
| -2% | -$14K | 0.22% | 120 |
|
|
2024
Q1 | $687K | Hold |
3,838
| – | – | 0.23% | 117 |
|
|
2023
Q4 | $634K | Hold |
3,838
| – | – | 0.25% | 104 |
|
|
2023
Q3 | $583K | Hold |
3,838
| – | – | 0.25% | 103 |
|
|
2023
Q2 | $606K | Sell |
3,838
-219
| -5% | -$34.6K | 0.24% | 104 |
|
|
2023
Q1 | $618K | Buy |
+4,057
| New | +$618K | 0.25% | 100 |
|