Essex Financial Services’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.95M | Sell |
26,061
-551
| -2% | -$66.3K | 0.17% | 134 |
|
|
2025
Q4 | $3.28M | Sell |
26,612
-1,775
| -6% | -$217K | 0.19% | 114 |
|
|
2025
Q3 | $3.43M | Sell |
28,387
-745
| -3% | -$85.7K | 0.21% | 109 |
|
|
2025
Q2 | $3.21M | Buy |
29,132
+1,464
| +5% | +$145K | 0.21% | 105 |
|
|
2025
Q1 | $2.57M | Sell |
27,668
-2,385
| -8% | -$240K | 0.19% | 115 |
|
|
2024
Q4 | $3.05M | Buy |
30,053
+3,670
| +14% | +$366K | 0.22% | 104 |
|
|
2024
Q3 | $2.59M | Sell |
26,383
-4,842
| -16% | -$447K | 0.19% | 108 |
|
|
2024
Q2 | $2.73M | Buy |
31,225
+4,048
| +15% | +$349K | 0.2% | 102 |
|
|
2024
Q1 | $2.29M | Buy |
27,177
+1,597
| +6% | +$128K | 0.21% | 100 |
|
|
2023
Q4 | $1.92M | Sell |
25,580
-2,893
| -10% | -$206K | 0.2% | 111 |
|
|
2023
Q3 | $1.95M | Buy |
28,473
+340
| +1% | +$24.1K | 0.23% | 98 |
|
|
2023
Q2 | $1.98M | Sell |
28,133
-986
| -3% | -$65.2K | 0.23% | 95 |
|
|
2023
Q1 | $1.86M | Sell |
29,119
-11,476
| -28% | -$701K | 0.2% | 113 |
|
|
2022
Q4 | $2.37M | Buy |
40,595
+704
| +2% | +$42.3K | 0.25% | 96 |
|
|
2022
Q3 | $2.31M | Buy |
39,891
+1,120
| +3% | +$72.8K | 0.28% | 87 |
|
|
2022
Q2 | $2.34M | Sell |
38,771
-1,375
| -3% | -$91K | 0.26% | 93 |
|
|
2022
Q1 | $3.07M | Buy |
40,146
+485
| +1% | +$36.4K | 0.29% | 84 |
|
|
2021
Q4 | $3.32M | Sell |
39,661
-223
| -0.6% | -$18K | 0.33% | 71 |
|
|
2021
Q3 | $2.95M | Buy |
39,884
+5,231
| +15% | +$399K | 0.34% | 71 |
|
|
2021
Q2 | $2.26M | Hold |
34,653
| – | – | 0.33% | 69 |
|
|
2021
Q1 | $2.26M | Buy |
34,653
+140
| +0.4% | +$9.05K | 0.4% | 61 |
|
|
2020
Q4 | $2.2M | Buy |
34,513
+12,261
| +55% | +$743K | 0.44% | 59 |
|
|
2020
Q3 | $1.28M | Buy |
22,252
+14,112
| +173% | +$799K | 0.32% | 72 |
|
|
2020
Q2 | $422K | Sell |
8,140
-968
| -11% | -$46.4K | 0.13% | 150 |
|
|
2020
Q1 | $376K | Buy |
9,108
+968
| +12% | +$45.8K | 0.13% | 152 |
|
|
2019
Q4 | $394K | Buy |
8,140
+4
| +0% | +$185 | 0.11% | 171 |
|
|
2019
Q3 | $366K | Buy |
8,136
+1,964
| +32% | +$88.8K | 0.12% | 167 |
|
|
2019
Q2 | $277K | Hold |
6,172
| – | – | 0.08% | 191 |
|
|
2019
Q1 | $266K | Buy |
6,172
+300
| +5% | +$12.3K | 0.08% | 190 |
|
|
2018
Q4 | $221K | Buy |
+5,872
| New | +$238K | 0.07% | 219 |
|
|
2018
Q2 | – | Sell |
-14,452
| Closed | -$560K | – | 314 |
|
|
2018
Q1 | $560K | Buy |
+14,452
| New | +$577K | 0.11% | 181 |
|
|
2017
Q3 | – | Sell |
-14,808
| Closed | -$507K | – | 310 |
|
|
2017
Q2 | $507K | Buy |
14,808
+3,660
| +33% | +$124K | 0.11% | 188 |
|
|
2017
Q1 | $367K | Sell |
11,148
-440
| -4% | -$14.1K | 0.08% | 224 |
|
|
2016
Q4 | $353K | Buy |
11,588
+824
| +8% | +$24.9K | 0.08% | 227 |
|
|
2016
Q3 | $327K | Buy |
+10,764
| New | +$326K | 0.08% | 228 |
|
|
2016
Q2 | – | Sell |
-7,096
| Closed | -$206K | – | 313 |
|
|
2016
Q1 | $206K | Hold |
7,096
| – | – | 0.05% | 287 |
|
|
2015
Q4 | $205K | Buy |
+7,096
| New | +$206K | 0.05% | 294 |
|
Other funds holding IVW
Essex Financial Services's IVW Position: Q1 2026 in Review
Essex Financial Services reduced its iShares S&P 500 Growth ETF (IVW) stake by 2.1% in Q1 2026, selling an estimated $66.3K and leaving 26,061 shares worth $2.95M. The position accounts for 0.17% of the portfolio, ranked #134.
Essex Financial Services first reported a position in IVW in Q4 2015 and has held it in 37 quarters since. The position peaked at $3.43M in Q3 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.
- Essex Financial Services held 26,061 shares of iShares S&P 500 Growth ETF worth $2.95M as of Q1 2026.
- Essex Financial Services sold 551 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $66.3K.
- iShares S&P 500 Growth ETF made up 0.17% of Essex Financial Services's portfolio in Q1 2026, its #134 holding.
- Essex Financial Services first reported a position in iShares S&P 500 Growth ETF in Q4 2015 and has held it in 37 quarters since.
- Essex Financial Services's iShares S&P 500 Growth ETF position peaked at $3.43M in Q3 2025.
- 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.
Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.