EFS
Essex Financial Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.72M | Sell |
62,143
-2,058
| -3% | -$189K | 0.37% | 57 |
|
|
2025
Q1 | $5.46M | Buy |
64,201
+450
| +0.7% | +$38.3K | 0.39% | 57 |
|
|
2024
Q4 | $5.64M | Buy |
63,751
+30
| +0% | +$2.65K | 0.4% | 57 |
|
|
2024
Q3 | $5.66M | Sell |
63,721
-1,203
| -2% | -$107K | 0.41% | 57 |
|
|
2024
Q2 | $5.32M | Buy |
64,924
+2,628
| +4% | +$215K | 0.4% | 60 |
|
|
2024
Q1 | $5.24M | Buy |
62,296
+429
| +0.7% | +$36.1K | 0.48% | 49 |
|
|
2023
Q4 | $4.81M | Buy |
61,867
+4,223
| +7% | +$328K | 0.5% | 49 |
|
|
2023
Q3 | $3.99M | Buy |
57,644
+606
| +1% | +$42K | 0.46% | 51 |
|
|
2023
Q2 | $4.17M | Buy |
57,038
+3,837
| +7% | +$280K | 0.47% | 49 |
|
|
2023
Q1 | $3.72M | Sell |
53,201
-1,537
| -3% | -$107K | 0.39% | 68 |
|
|
2022
Q4 | $3.69M | Sell |
54,738
-850
| -2% | -$57.3K | 0.39% | 62 |
|
|
2022
Q3 | $3.46M | Buy |
55,588
+384
| +0.7% | +$23.9K | 0.41% | 61 |
|
|
2022
Q2 | $3.57M | Buy |
55,204
+439
| +0.8% | +$28.4K | 0.4% | 62 |
|
|
2022
Q1 | $4.27M | Buy |
54,765
+339
| +0.6% | +$26.5K | 0.41% | 63 |
|
|
2021
Q4 | $4.52M | Sell |
54,426
-668
| -1% | -$55.5K | 0.45% | 54 |
|
|
2021
Q3 | $4.31M | Buy |
55,094
+14,701
| +36% | +$1.15M | 0.49% | 46 |
|
|
2021
Q2 | $2.99M | Hold |
40,393
| – | – | 0.43% | 51 |
|
|
2021
Q1 | $2.99M | Buy |
40,393
+290
| +0.7% | +$21.4K | 0.54% | 46 |
|
|
2020
Q4 | $2.75M | Buy |
40,103
+4,570
| +13% | +$313K | 0.54% | 45 |
|
|
2020
Q3 | $2.04M | Buy |
35,533
+7,614
| +27% | +$437K | 0.5% | 52 |
|
|
2020
Q2 | $1.5M | Buy |
27,919
+742
| +3% | +$39.8K | 0.46% | 56 |
|
|
2020
Q1 | $1.17M | Sell |
27,177
-1,570
| -5% | -$67.8K | 0.42% | 63 |
|
|
2019
Q4 | $1.71M | Buy |
28,747
+2,414
| +9% | +$144K | 0.47% | 62 |
|
|
2019
Q3 | $1.47M | Buy |
26,333
+12,502
| +90% | +$699K | 0.47% | 63 |
|
|
2019
Q2 | $1.33M | Sell |
13,831
-8,453
| -38% | -$813K | 0.39% | 68 |
|
|
2019
Q1 | $1.2M | Buy |
22,284
+1,326
| +6% | +$71.5K | 0.36% | 71 |
|
|
2018
Q4 | $974K | Buy |
20,958
+15,915
| +316% | +$740K | 0.3% | 80 |
|
|
2018
Q3 | $1.11M | Buy |
5,043
+823
| +20% | +$181K | 0.24% | 94 |
|
|
2018
Q2 | $895K | Sell |
4,220
-11,144
| -73% | -$2.36M | 0.22% | 100 |
|
|
2018
Q1 | $3.17M | Buy |
15,364
+10,935
| +247% | +$2.26M | 0.62% | 47 |
|
|
2017
Q4 | $922K | Buy |
4,429
+924
| +26% | +$192K | 0.22% | 98 |
|
|
2017
Q3 | $691K | Sell |
3,505
-10,029
| -74% | -$1.98M | 0.17% | 125 |
|
|
2017
Q2 | $2.6M | Sell |
13,534
-1,275
| -9% | -$245K | 0.55% | 49 |
|
|
2017
Q1 | $2.77M | Sell |
14,809
-221
| -1% | -$41.4K | 0.64% | 40 |
|
|
2016
Q4 | $2.69M | Buy |
15,030
+715
| +5% | +$128K | 0.58% | 46 |
|
|
2016
Q3 | $2.5M | Sell |
14,315
-281
| -2% | -$49K | 0.59% | 47 |
|
|
2016
Q2 | $2.46M | Sell |
14,596
-756
| -5% | -$127K | 0.59% | 44 |
|
|
2016
Q1 | $2.5M | Buy |
15,352
+2,170
| +16% | +$354K | 0.62% | 44 |
|
|
2015
Q4 | $2.11M | Buy |
13,182
+1,575
| +14% | +$252K | 0.51% | 50 |
|
|
2015
Q3 | $1.81M | Buy |
11,607
+2,387
| +26% | +$371K | 0.47% | 58 |
|
|
2015
Q2 | $1.57M | Buy |
9,220
+3,565
| +63% | +$607K | 0.4% | 66 |
|
|
2015
Q1 | $979K | Buy |
5,655
+3,022
| +115% | +$523K | 0.25% | 105 |
|
|
2014
Q4 | $440K | Buy |
2,633
+605
| +30% | +$101K | 0.11% | 186 |
|
|
2014
Q3 | $321K | Buy |
2,028
+425
| +27% | +$67.3K | 0.1% | 218 |
|
|
2014
Q2 | $261K | Buy |
+1,603
| New | +$261K | 0.08% | 246 |
|