EFMC
Empire Financial Management Company’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,264
| Closed | -$2.05M | – | 201 |
|
|
2025
Q1 | $2.05M | Sell |
10,264
-4,966
| -33% | -$991K | 0.63% | 50 |
|
|
2024
Q4 | $3.37M | Sell |
15,230
-300
| -2% | -$66.3K | 1.05% | 26 |
|
|
2024
Q3 | $3.43M | Buy |
15,530
+3,850
| +33% | +$850K | 1.06% | 25 |
|
|
2024
Q2 | $2.37M | Buy |
11,680
+8,700
| +292% | +$1.77M | 0.78% | 37 |
|
|
2024
Q1 | $627K | Buy |
2,980
+1,100
| +59% | +$231K | 0.21% | 125 |
|
|
2023
Q4 | $377K | Buy |
+1,880
| New | +$377K | 0.15% | 151 |
|