EFS
Essex Financial Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.36M | Buy |
12,623
+397
| +3% | +$169K | 0.35% | 64 |
|
|
2025
Q1 | $4.41M | Buy |
12,226
+1,685
| +16% | +$608K | 0.32% | 71 |
|
|
2024
Q4 | $4.23M | Sell |
10,541
-402
| -4% | -$161K | 0.3% | 75 |
|
|
2024
Q3 | $4.21M | Sell |
10,943
-2,330
| -18% | -$896K | 0.3% | 73 |
|
|
2024
Q2 | $4.55M | Buy |
13,273
+418
| +3% | +$143K | 0.34% | 67 |
|
|
2024
Q1 | $4.33M | Buy |
12,855
+474
| +4% | +$160K | 0.4% | 59 |
|
|
2023
Q4 | $3.75M | Buy |
12,381
+866
| +8% | +$263K | 0.39% | 61 |
|
|
2023
Q3 | $3.06M | Buy |
11,515
+2,933
| +34% | +$780K | 0.35% | 63 |
|
|
2023
Q2 | $2.36M | Buy |
8,582
+299
| +4% | +$82.3K | 0.27% | 80 |
|
|
2023
Q1 | $2.02M | Buy |
8,283
+521
| +7% | +$127K | 0.21% | 105 |
|
|
2022
Q4 | $1.66M | Buy |
7,762
+921
| +13% | +$197K | 0.18% | 119 |
|
|
2022
Q3 | $1.44M | Buy |
6,841
+3
| +0% | +$631 | 0.17% | 122 |
|
|
2022
Q2 | $1.5M | Buy |
6,838
+220
| +3% | +$48.1K | 0.17% | 126 |
|
|
2022
Q1 | $1.84M | Buy |
6,618
+84
| +1% | +$23.3K | 0.18% | 121 |
|
|
2021
Q4 | $2M | Sell |
6,534
-89
| -1% | -$27.2K | 0.2% | 110 |
|
|
2021
Q3 | $1.82M | Sell |
6,623
-139
| -2% | -$38.1K | 0.21% | 112 |
|
|
2021
Q2 | $1.64M | Hold |
6,762
| – | – | 0.24% | 101 |
|
|
2021
Q1 | $1.64M | Sell |
6,762
-49
| -0.7% | -$11.9K | 0.29% | 88 |
|
|
2020
Q4 | $1.64M | Buy |
6,811
+1,979
| +41% | +$477K | 0.33% | 79 |
|
|
2020
Q3 | $1.05M | Buy |
4,832
+1,344
| +39% | +$291K | 0.26% | 95 |
|
|
2020
Q2 | $670K | Sell |
3,488
-508
| -13% | -$97.6K | 0.21% | 111 |
|
|
2020
Q1 | $602K | Buy |
3,996
+1,111
| +39% | +$167K | 0.21% | 107 |
|
|
2019
Q4 | $508K | Buy |
2,885
+772
| +37% | +$136K | 0.14% | 147 |
|
|
2019
Q3 | $337K | Buy |
2,113
+599
| +40% | +$95.5K | 0.11% | 173 |
|
|
2019
Q2 | $238K | Buy |
+1,514
| New | +$238K | 0.07% | 209 |
|
|
2018
Q4 | – | Sell |
-1,576
| Closed | -$246K | – | 270 |
|
|
2018
Q3 | $246K | Buy |
1,576
+112
| +8% | +$17.5K | 0.05% | 246 |
|
|
2018
Q2 | $211K | Sell |
1,464
-3,948
| -73% | -$569K | 0.05% | 253 |
|
|
2018
Q1 | $737K | Buy |
+5,412
| New | +$737K | 0.14% | 150 |
|
|
2017
Q3 | – | Sell |
-4,160
| Closed | -$495K | – | 313 |
|
|
2017
Q2 | $495K | Buy |
4,160
+690
| +20% | +$82.1K | 0.1% | 192 |
|
|
2017
Q1 | $395K | Buy |
3,470
+619
| +22% | +$70.5K | 0.09% | 215 |
|
|
2016
Q4 | $299K | Hold |
2,851
| – | – | 0.06% | 254 |
|
|
2016
Q3 | $296K | Buy |
+2,851
| New | +$296K | 0.07% | 246 |
|
|
2016
Q2 | – | Sell |
-2,077
| Closed | -$207K | – | 314 |
|
|
2016
Q1 | $207K | Hold |
2,077
| – | – | 0.05% | 286 |
|
|
2015
Q4 | $207K | Sell |
2,077
-375
| -15% | -$37.4K | 0.05% | 292 |
|
|
2015
Q3 | $228K | Buy |
2,452
+300
| +14% | +$27.9K | 0.06% | 278 |
|
|
2015
Q2 | $213K | Buy |
+2,152
| New | +$213K | 0.05% | 297 |
|