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Essex Financial Services’s iShares Russell 1000 ETF IWB Stock Holding History

Essex Financial Services’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.25M Sell
6,317
-29
-0.5% -$10.8K 0.13% 161
2025
Q4 		$2.37M Sell
6,346
-49
-0.8% -$18.1K 0.13% 151
2025
Q3 		$2.34M Buy
6,395
+128
+2% +$45.1K 0.14% 145
2025
Q2 		$2.13M Buy
6,267
+92
+1% +$28.9K 0.14% 146
2025
Q1 		$1.89M Buy
6,175
+758
+14% +$245K 0.14% 147
2024
Q4 		$1.75M Buy
5,417
+23
+0.4% +$7.45K 0.12% 155
2024
Q3 		$1.72M Sell
5,394
-80
-1% -$24.2K 0.12% 155
2024
Q2 		$1.59M Buy
5,474
+535
+11% +$154K 0.12% 169
2024
Q1 		$1.42M Buy
4,939
+787
+19% +$216K 0.13% 158
2023
Q4 		$1.09M Buy
4,152
+2,460
+145% +$602K 0.11% 175
2023
Q3 		$397K Buy
1,692
+528
+45% +$129K 0.05% 321
2023
Q2 		$284K Hold
1,164
– – 0.03% 378
2023
Q1 		$262K Buy
+1,164
New +$256K 0.03% 403
2022
Q2 		– Sell
-882
Closed -$221K – 501
2022
Q1 		$221K Buy
+882
New +$218K 0.02% 447

Other funds holding IWB

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Essex Financial Services's IWB Position: Q1 2026 in Review

Essex Financial Services reduced its iShares Russell 1000 ETF (IWB) stake by 0.46% in Q1 2026, selling an estimated $10.8K and leaving 6,317 shares worth $2.25M. The position accounts for 0.13% of the portfolio, ranked #161.

Essex Financial Services first reported a position in IWB in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.37M in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

  • Essex Financial Services held 6,317 shares of iShares Russell 1000 ETF worth $2.25M as of Q1 2026.
  • Essex Financial Services sold 29 iShares Russell 1000 ETF shares in Q1 2026, an estimated $10.8K.
  • iShares Russell 1000 ETF made up 0.13% of Essex Financial Services's portfolio in Q1 2026, its #161 holding.
  • Essex Financial Services first reported a position in iShares Russell 1000 ETF in Q1 2022 and has held it in 14 quarters since.
  • Essex Financial Services's iShares Russell 1000 ETF position peaked at $2.37M in Q4 2025.
  • 1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.