EFS
Essex Financial Services’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Buy |
6,267
+92
| +1% | +$31.2K | 0.14% | 146 |
|
|
2025
Q1 | $1.89M | Buy |
6,175
+758
| +14% | +$233K | 0.14% | 147 |
|
|
2024
Q4 | $1.75M | Buy |
5,417
+23
| +0.4% | +$7.41K | 0.12% | 155 |
|
|
2024
Q3 | $1.72M | Sell |
5,394
-80
| -1% | -$25.6K | 0.12% | 155 |
|
|
2024
Q2 | $1.59M | Buy |
5,474
+535
| +11% | +$155K | 0.12% | 169 |
|
|
2024
Q1 | $1.42M | Buy |
4,939
+787
| +19% | +$227K | 0.13% | 158 |
|
|
2023
Q4 | $1.09M | Buy |
4,152
+2,460
| +145% | +$645K | 0.11% | 175 |
|
|
2023
Q3 | $397K | Buy |
1,692
+528
| +45% | +$124K | 0.05% | 321 |
|
|
2023
Q2 | $284K | Hold |
1,164
| – | – | 0.03% | 378 |
|
|
2023
Q1 | $262K | Buy |
+1,164
| New | +$262K | 0.03% | 403 |
|
|
2022
Q2 | – | Sell |
-882
| Closed | -$221K | – | 501 |
|
|
2022
Q1 | $221K | Buy |
+882
| New | +$221K | 0.02% | 447 |
|