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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
Q2 		$2.57M Sell
6,275
-42
-0.7% -$16.6K 0.13% 156
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Essex Financial Services's IWB Position: Q2 2026 in Review

Essex Financial Services reduced its iShares Russell 1000 ETF (IWB) stake by 0.66% in Q2 2026, selling an estimated $16.6K and leaving 6,275 shares worth $2.57M. The position accounts for 0.13% of the portfolio, ranked #156.

Essex Financial Services first reported a position in IWB in Q1 2022 and has held it in 15 quarters since. 1,556 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

  • Essex Financial Services held 6,275 shares of iShares Russell 1000 ETF worth $2.57M as of Q2 2026.
  • Essex Financial Services sold 42 iShares Russell 1000 ETF shares in Q2 2026, an estimated $16.6K.
  • iShares Russell 1000 ETF made up 0.13% of Essex Financial Services's portfolio in Q2 2026, its #156 holding.
  • Essex Financial Services first reported a position in iShares Russell 1000 ETF in Q1 2022 and has held it in 15 quarters since.
  • 1,556 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.