Essex Financial Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Essex Financial Services’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.03M	Buy	27,513 +32	+0.1%	+$4.41K	0.2%	107
2026 Q1	$3.52M	Buy	27,481 +270	+1%	+$36.5K	0.2%	108
2025 Q4	$3.73M	Buy	27,211 +2,200	+9%	+$307K	0.21%	103
2025 Q3	$3.56M	Buy	25,011 +1,305	+6%	+$184K	0.21%	103
2025 Q2	$3.29M	Buy	23,706 +1,472	+7%	+$186K	0.22%	100
2025 Q1	$2.61M	Buy	22,234 +444	+2%	+$57.1K	0.19%	113
2024 Q4	$2.76M	Sell	21,790 -117	-0.5%	-$14.9K	0.2%	115
2024 Q3	$2.65M	Buy	21,907 +914	+4%	+$102K	0.19%	105
2024 Q2	$2.26M	Buy	20,993 +6,736	+47%	+$740K	0.17%	115
2024 Q1	$1.63M	Buy	14,257 +2,216	+18%	+$240K	0.15%	140
2023 Q4	$1.26M	Buy	12,041 +3,808	+46%	+$361K	0.13%	155
2023 Q3	$752K	Buy	8,233 +304	+4%	+$29.1K	0.09%	219
2023 Q2	$766K	Buy	7,929 +439	+6%	+$40K	0.09%	214
2023 Q1	$682K	Sell	7,490 -537	-7%	-$47.9K	0.07%	243
2022 Q4	$671K	Sell	8,027 -3,543	-31%	-$298K	0.07%	230
2022 Q3	$907K	Sell	11,570 -1,637	-12%	-$141K	0.11%	177
2022 Q2	$1.05M	Sell	13,207 -6,892	-34%	-$600K	0.12%	173
2022 Q1	$2.02M	Buy	20,099 +12,829	+176%	+$1.28M	0.19%	115
2021 Q4	$838K	Sell	7,270 -340	-4%	-$39.6K	0.08%	218
2021 Q3	$853K	Buy	7,610 +506	+7%	+$58.2K	0.1%	201
2021 Q2	$725K	Hold	7,104	–	–	0.11%	196
2021 Q1	$725K	Hold	7,104	–	–	0.13%	164
2020 Q4	$729K	Buy	7,104 +2,540	+56%	+$242K	0.14%	146
2020 Q3	$394K	Buy	+4,564	New	+$385K	0.1%	188
2018 Q2	–	Sell	-7,696	Closed	-$473K	–	316
2018 Q1	$473K	Buy	+7,696	New	+$481K	0.09%	206
2017 Q3	–	Sell	-3,788	Closed	-$205K	–	314
2017 Q2	$205K	Buy	+3,788	New	+$202K	0.04%	326

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Essex Financial Services increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.12% in Q2 2026, buying an estimated $4.41K and bringing the position to 27,513 shares worth $4.03M. The position accounts for 0.2% of the portfolio, ranked #107.

Essex Financial Services first reported a position in IWP in Q2 2017 and has held it in 26 quarters since. 1,222 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Essex Financial Services held 27,513 shares of iShares Russell Mid-Cap Growth ETF worth $4.03M as of Q2 2026.
Essex Financial Services bought 32 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $4.41K.
iShares Russell Mid-Cap Growth ETF made up 0.2% of Essex Financial Services's portfolio in Q2 2026, its #107 holding.
Essex Financial Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2017 and has held it in 26 quarters since.
1,222 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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