Essex Financial Services’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.3M | Buy |
17,721
+3
| +0% | +$699 | 0.21% | 102 |
|
|
2026
Q1 | $3.79M | Sell |
17,718
-91
| -0.5% | -$19.9K | 0.21% | 105 |
|
|
2025
Q4 | $3.75M | Sell |
17,809
-36
| -0.2% | -$7.44K | 0.21% | 102 |
|
|
2025
Q3 | $3.63M | Buy |
17,845
+69
| +0.4% | +$13.7K | 0.22% | 99 |
|
|
2025
Q2 | $3.45M | Buy |
17,776
+523
| +3% | +$96.9K | 0.23% | 94 |
|
|
2025
Q1 | $3.25M | Buy |
17,253
+344
| +2% | +$65.5K | 0.23% | 93 |
|
|
2024
Q4 | $3.13M | Sell |
16,909
-148
| -0.9% | -$28.4K | 0.22% | 102 |
|
|
2024
Q3 | $3.26M | Buy |
17,057
+5
| +0% | +$911 | 0.23% | 93 |
|
|
2024
Q2 | $3.03M | Buy |
17,052
+1,089
| +7% | +$190K | 0.23% | 93 |
|
|
2024
Q1 | $2.86M | Sell |
15,963
-23
| -0.1% | -$3.89K | 0.26% | 85 |
|
|
2023
Q4 | $2.64M | Buy |
15,986
+2,622
| +20% | +$405K | 0.27% | 82 |
|
|
2023
Q3 | $2.03M | Buy |
13,364
+3,749
| +39% | +$595K | 0.23% | 95 |
|
|
2023
Q2 | $1.52M | Buy |
9,615
+254
| +3% | +$38.8K | 0.17% | 124 |
|
|
2023
Q1 | $1.43M | Sell |
9,361
-1,098
| -10% | -$170K | 0.15% | 140 |
|
|
2022
Q4 | $1.59M | Sell |
10,459
-346
| -3% | -$51.8K | 0.17% | 125 |
|
|
2022
Q3 | $1.47M | Buy |
10,805
+1,946
| +22% | +$292K | 0.18% | 119 |
|
|
2022
Q2 | $1.28M | Buy |
8,859
+615
| +7% | +$96.2K | 0.14% | 142 |
|
|
2022
Q1 | $1.37M | Buy |
8,244
+1,357
| +20% | +$223K | 0.13% | 162 |
|
|
2021
Q4 | $1.16M | Buy |
6,887
+120
| +2% | +$19.7K | 0.11% | 180 |
|
|
2021
Q3 | $1.06M | Buy |
6,767
+1,298
| +24% | +$208K | 0.12% | 179 |
|
|
2021
Q2 | $829K | Hold |
5,469
| – | – | 0.12% | 178 |
|
|
2021
Q1 | $829K | Buy |
5,469
+125
| +2% | +$18.1K | 0.15% | 149 |
|
|
2020
Q4 | $731K | Buy |
5,344
+1,080
| +25% | +$139K | 0.14% | 145 |
|
|
2020
Q3 | $504K | Buy |
4,264
+1,212
| +40% | +$144K | 0.12% | 156 |
|
|
2020
Q2 | $344K | Hold |
3,052
| – | – | 0.11% | 180 |
|
|
2020
Q1 | $303K | Buy |
3,052
+751
| +33% | +$93.6K | 0.11% | 179 |
|
|
2019
Q4 | $314K | Sell |
2,301
-23
| -1% | -$3.03K | 0.09% | 201 |
|
|
2019
Q3 | $298K | Buy |
+2,324
| New | +$295K | 0.1% | 187 |
|
|
2018
Q2 | – | Sell |
-6,178
| Closed | -$741K | – | 315 |
|
|
2018
Q1 | $741K | Buy |
+6,178
| New | +$770K | 0.15% | 148 |
|
|
2017
Q3 | – | Sell |
-4,588
| Closed | -$534K | – | 311 |
|
|
2017
Q2 | $534K | Buy |
4,588
+1,611
| +54% | +$185K | 0.11% | 179 |
|
|
2017
Q1 | $342K | Buy |
2,977
+955
| +47% | +$110K | 0.08% | 233 |
|
|
2016
Q4 | $227K | Buy |
+2,022
| New | +$219K | 0.05% | 284 |
|
Other funds holding IWD
Essex Financial Services's IWD Position: Q2 2026 in Review
Essex Financial Services increased its iShares Russell 1000 Value ETF (IWD) stake by 0.02% in Q2 2026, buying an estimated $699 and bringing the position to 17,721 shares worth $4.3M. The position accounts for 0.21% of the portfolio, ranked #102.
Essex Financial Services first reported a position in IWD in Q4 2016 and has held it in 32 quarters since. 1,981 funds tracked by Wall St. Rank hold IWD as of Q2 2026.
- Essex Financial Services held 17,721 shares of iShares Russell 1000 Value ETF worth $4.3M as of Q2 2026.
- Essex Financial Services bought 3 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $699.
- iShares Russell 1000 Value ETF made up 0.21% of Essex Financial Services's portfolio in Q2 2026, its #102 holding.
- Essex Financial Services first reported a position in iShares Russell 1000 Value ETF in Q4 2016 and has held it in 32 quarters since.
- 1,981 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.
Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.