Essex Financial Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.36M | Buy |
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|
2025
Q1 | $4.41M | Buy |
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|
2024
Q4 | $4.23M | Sell |
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|
2024
Q3 | $4.21M | Sell |
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|
2024
Q2 | $4.55M | Buy |
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|
2024
Q1 | $4.33M | Buy |
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|
2023
Q4 | $3.75M | Buy |
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|
2023
Q3 | $3.06M | Buy |
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|
2023
Q2 | $2.36M | Buy |
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|
2023
Q1 | $2.02M | Buy |
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|
2022
Q4 | $1.66M | Buy |
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|
2022
Q3 | $1.44M | Buy |
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|
2022
Q2 | $1.5M | Buy |
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|
2022
Q1 | $1.84M | Buy |
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|
2021
Q4 | $2M | Sell |
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|
2021
Q3 | $1.81M | Sell |
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|
2021
Q2 | $1.64M | Hold |
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|
2021
Q1 | $1.64M | Sell |
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|
2020
Q4 | $1.64M | Buy |
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|
2020
Q3 | $1.05M | Buy |
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|
2020
Q2 | $670K | Sell |
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|
2020
Q1 | $602K | Buy |
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|
2019
Q4 | $508K | Buy |
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|
2019
Q3 | $337K | Buy |
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|
2019
Q2 | $238K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $246K | Buy |
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|
2018
Q2 | $211K | Sell |
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|
2018
Q1 | $737K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $495K | Buy |
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|
2017
Q1 | $395K | Buy |
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|
2016
Q4 | $299K | Hold |
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|
2016
Q3 | $296K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $207K | Hold |
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|
2015
Q4 | $207K | Sell |
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|
2015
Q3 | $228K | Buy |
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|
2015
Q2 | $213K | Buy |
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