EFS
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Essex Financial Services’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Essex Financial Services’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.78M Sell
59,494
-2,243
-4% -$224K 0.32% 70
2025
Q4 		$5.94M Buy
61,737
+398
+0.6% +$38.3K 0.34% 62
2025
Q3 		$5.92M Sell
61,339
-804
-1% -$76.2K 0.35% 61
2025
Q2 		$5.72M Sell
62,143
-2,058
-3% -$178K 0.37% 57
2025
Q1 		$5.46M Buy
64,201
+450
+0.7% +$40.1K 0.39% 57
2024
Q4 		$5.64M Buy
63,751
+30
+0% +$2.72K 0.4% 57
2024
Q3 		$5.66M Sell
63,721
-1,203
-2% -$101K 0.41% 57
2024
Q2 		$5.32M Buy
64,924
+2,628
+4% +$214K 0.4% 60
2024
Q1 		$5.24M Buy
62,296
+429
+0.7% +$34K 0.48% 49
2023
Q4 		$4.81M Buy
61,867
+4,223
+7% +$300K 0.5% 49
2023
Q3 		$3.99M Buy
57,644
+606
+1% +$44.2K 0.46% 51
2023
Q2 		$4.17M Buy
57,038
+3,837
+7% +$267K 0.47% 49
2023
Q1 		$3.72M Sell
53,201
-1,537
-3% -$109K 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% +$26.4K 0.41% 61
2022
Q2 		$3.57M Buy
55,204
+439
+0.8% +$31.3K 0.4% 62
2022
Q1 		$4.27M Buy
54,765
+339
+0.6% +$26.1K 0.41% 63
2021
Q4 		$4.52M Sell
54,426
-668
-1% -$54.8K 0.45% 54
2021
Q3 		$4.31M Buy
55,094
+14,701
+36% +$1.18M 0.49% 46
2021
Q2 		$2.99M Hold
40,393
– – 0.43% 51
2021
Q1 		$2.99M Buy
40,393
+290
+0.7% +$21K 0.54% 46
2020
Q4 		$2.75M Buy
40,103
+4,570
+13% +$291K 0.54% 45
2020
Q3 		$2.04M Buy
35,533
+7,614
+27% +$433K 0.5% 52
2020
Q2 		$1.5M Buy
27,919
+742
+3% +$37.2K 0.46% 56
2020
Q1 		$1.17M Sell
27,177
-1,570
-5% -$86.4K 0.42% 63
2019
Q4 		$1.71M Buy
28,747
+2,414
+9% +$139K 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% -$464K 0.39% 68
2019
Q1 		$1.2M Buy
22,284
+1,326
+6% +$68.7K 0.36% 71
2018
Q4 		$974K Buy
20,958
+786
+4% +$39.6K 0.3% 80
2018
Q3 		$1.11M Buy
20,172
+3,292
+20% +$180K 0.24% 94
2018
Q2 		$895K Sell
16,880
-44,576
-73% -$2.35M 0.22% 100
2018
Q1 		$3.17M Buy
61,456
+43,740
+247% +$2.3M 0.62% 47
2017
Q4 		$922K Buy
17,716
+3,696
+26% +$188K 0.22% 98
2017
Q3 		$691K Sell
14,020
-40,116
-74% -$1.94M 0.17% 125
2017
Q2 		$2.6M Sell
54,136
-5,100
-9% -$242K 0.55% 49
2017
Q1 		$2.77M Sell
59,236
-884
-1% -$41K 0.64% 40
2016
Q4 		$2.69M Buy
60,120
+2,860
+5% +$125K 0.58% 46
2016
Q3 		$2.5M Sell
57,260
-1,124
-2% -$48.7K 0.59% 47
2016
Q2 		$2.46M Sell
58,384
-3,024
-5% -$125K 0.59% 44
2016
Q1 		$2.5M Buy
61,408
+8,680
+16% +$330K 0.62% 44
2015
Q4 		$2.11M Buy
52,728
+6,300
+14% +$257K 0.51% 50
2015
Q3 		$1.81M Buy
46,428
+9,548
+26% +$395K 0.47% 58
2015
Q2 		$1.57M Buy
36,880
+14,260
+63% +$620K 0.4% 66
2015
Q1 		$979K Buy
22,620
+12,088
+115% +$514K 0.25% 105
2014
Q4 		$440K Buy
10,532
+2,420
+30% +$98.3K 0.11% 186
2014
Q3 		$321K Buy
8,112
+1,700
+27% +$68.5K 0.1% 218
2014
Q2 		$261K Buy
+6,412
New +$250K 0.08% 246

Other funds holding IWR

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Essex Financial Services reduced its iShares Russell Mid-Cap ETF (IWR) stake by 3.6% in Q1 2026, selling an estimated $224K and leaving 59,494 shares worth $5.78M. The position accounts for 0.32% of the portfolio, ranked #70.

Essex Financial Services first reported a position in IWR in Q2 2014 and has held it in 48 quarters since. The position peaked at $5.94M in Q4 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

  • Essex Financial Services held 59,494 shares of iShares Russell Mid-Cap ETF worth $5.78M as of Q1 2026.
  • Essex Financial Services sold 2,243 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $224K.
  • iShares Russell Mid-Cap ETF made up 0.32% of Essex Financial Services's portfolio in Q1 2026, its #70 holding.
  • Essex Financial Services first reported a position in iShares Russell Mid-Cap ETF in Q2 2014 and has held it in 48 quarters since.
  • Essex Financial Services's iShares Russell Mid-Cap ETF position peaked at $5.94M in Q4 2025.
  • 1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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