EFS
IWP icon

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
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Essex Financial Services increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.99% in Q1 2026, buying an estimated $36.5K and bringing the position to 27,481 shares worth $3.52M. The position accounts for 0.2% of the portfolio, ranked #108.

Essex Financial Services first reported a position in IWP in Q2 2017 and has held it in 25 quarters since. The position peaked at $3.73M in Q4 2025. 1,173 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

  • Essex Financial Services held 27,481 shares of iShares Russell Mid-Cap Growth ETF worth $3.52M as of Q1 2026.
  • Essex Financial Services bought 270 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $36.5K.
  • iShares Russell Mid-Cap Growth ETF made up 0.2% of Essex Financial Services's portfolio in Q1 2026, its #108 holding.
  • Essex Financial Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2017 and has held it in 25 quarters since.
  • Essex Financial Services's iShares Russell Mid-Cap Growth ETF position peaked at $3.73M in Q4 2025.
  • 1,173 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

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