EFS
IWO icon

Essex Financial Services’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Essex Financial Services’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$257K Buy
+653
New +$238K 0.01% 699

Other funds holding IWO

B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM

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

Essex Financial Services opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 653 shares worth $257K. The stake represents 0.01% of the portfolio and ranks #699 among its holdings.

907 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Essex Financial Services held 653 shares of iShares Russell 2000 Growth ETF worth $257K as of Q2 2026.
  • iShares Russell 2000 Growth ETF was a new Essex Financial Services position in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #699 holding.
  • 907 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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