EFS
IWF icon

Essex Financial Services’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Essex Financial Services’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.22M Sell
48,988
-600
-1% -$68.1K 0.29% 75
2025
Q4 		$5.87M Sell
49,588
-220
-0.4% -$26.1K 0.33% 63
2025
Q3 		$5.83M Sell
49,808
-684
-1% -$76.2K 0.35% 64
2025
Q2 		$5.36M Buy
50,492
+1,588
+3% +$152K 0.35% 64
2025
Q1 		$4.41M Buy
48,904
+6,740
+16% +$665K 0.32% 71
2024
Q4 		$4.23M Sell
42,164
-1,608
-4% -$158K 0.3% 75
2024
Q3 		$4.21M Sell
43,772
-9,320
-18% -$845K 0.3% 73
2024
Q2 		$4.55M Buy
53,092
+1,672
+3% +$143K 0.34% 67
2024
Q1 		$4.33M Buy
51,420
+1,896
+4% +$153K 0.4% 59
2023
Q4 		$3.75M Buy
49,524
+3,464
+8% +$245K 0.39% 61
2023
Q3 		$3.06M Buy
46,060
+11,732
+34% +$810K 0.35% 63
2023
Q2 		$2.36M Buy
34,328
+1,196
+4% +$76.1K 0.27% 80
2023
Q1 		$2.02M Buy
33,132
+2,084
+7% +$120K 0.21% 105
2022
Q4 		$1.66M Buy
31,048
+3,684
+13% +$203K 0.18% 119
2022
Q3 		$1.44M Buy
27,364
+12
+0% +$706 0.17% 122
2022
Q2 		$1.5M Buy
27,352
+880
+3% +$52.8K 0.17% 126
2022
Q1 		$1.84M Buy
26,472
+336
+1% +$22.9K 0.18% 121
2021
Q4 		$2M Sell
26,136
-356
-1% -$26.4K 0.2% 110
2021
Q3 		$1.81M Sell
26,492
-556
-2% -$39.3K 0.21% 112
2021
Q2 		$1.64M Hold
27,048
– – 0.24% 101
2021
Q1 		$1.64M Sell
27,048
-196
-0.7% -$11.9K 0.29% 88
2020
Q4 		$1.64M Buy
27,244
+7,916
+41% +$451K 0.33% 79
2020
Q3 		$1.05M Buy
19,328
+5,376
+39% +$283K 0.26% 95
2020
Q2 		$670K Sell
13,952
-2,032
-13% -$89.6K 0.21% 111
2020
Q1 		$602K Buy
15,984
+4,444
+39% +$192K 0.21% 107
2019
Q4 		$508K Buy
11,540
+3,088
+37% +$129K 0.14% 147
2019
Q3 		$337K Buy
8,452
+2,396
+40% +$96.1K 0.11% 173
2019
Q2 		$238K Buy
+6,056
New +$234K 0.07% 209
2018
Q4 		– Sell
-6,304
Closed -$246K – 270
2018
Q3 		$246K Buy
6,304
+448
+8% +$17K 0.05% 246
2018
Q2 		$211K Sell
5,856
-15,792
-73% -$557K 0.05% 253
2018
Q1 		$737K Buy
+21,648
New +$759K 0.14% 150
2017
Q3 		– Sell
-16,640
Closed -$495K – 312
2017
Q2 		$495K Buy
16,640
+2,760
+20% +$81K 0.1% 192
2017
Q1 		$395K Buy
13,880
+2,476
+22% +$68.7K 0.09% 215
2016
Q4 		$299K Hold
11,404
– – 0.06% 254
2016
Q3 		$296K Buy
+11,404
New +$296K 0.07% 246
2016
Q2 		– Sell
-8,308
Closed -$207K – 314
2016
Q1 		$207K Hold
8,308
– – 0.05% 286
2015
Q4 		$207K Sell
8,308
-1,500
-15% -$37.4K 0.05% 292
2015
Q3 		$228K Buy
9,808
+1,200
+14% +$29.5K 0.06% 278
2015
Q2 		$213K Buy
+8,608
New +$216K 0.05% 297

Other funds holding IWF

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Essex Financial Services's IWF Position: Q1 2026 in Review

Essex Financial Services reduced its iShares Russell 1000 Growth ETF (IWF) stake by 1.2% in Q1 2026, selling an estimated $68.1K and leaving 48,988 shares worth $5.22M. The position accounts for 0.29% of the portfolio, ranked #75.

Essex Financial Services first reported a position in IWF in Q2 2015 and has held it in 39 quarters since. The position peaked at $5.87M in Q4 2025. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

  • Essex Financial Services held 48,988 shares of iShares Russell 1000 Growth ETF worth $5.22M as of Q1 2026.
  • Essex Financial Services sold 600 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $68.1K.
  • iShares Russell 1000 Growth ETF made up 0.29% of Essex Financial Services's portfolio in Q1 2026, its #75 holding.
  • Essex Financial Services first reported a position in iShares Russell 1000 Growth ETF in Q2 2015 and has held it in 39 quarters since.
  • Essex Financial Services's iShares Russell 1000 Growth ETF position peaked at $5.87M in Q4 2025.
  • 2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.