Essex Private Wealth Management’s iShares Russell 1000 ETF IWB Stock Holding History

Essex Private Wealth Management’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-7,137	Closed	-$1.78M	–	36
2022 Q1	$1.78M	Sell	7,137 -7,433	-51%	-$1.84M	4.81%	6
2021 Q4	$3.85M	Sell	14,570 -128	-0.9%	-$32.9K	3.25%	9
2021 Q3	$3.55M	Sell	14,698 -13	-0.1%	-$3.23K	3.23%	8
2021 Q2	$3.56M	Sell	14,711 -482	-3%	-$114K	3.25%	8
2021 Q1	$3.4M	Sell	15,193 -163	-1%	-$35.7K	3.25%	8
2020 Q4	$3.25M	Sell	15,356 -1,357	-8%	-$271K	3.18%	7
2020 Q3	$3.13M	Sell	16,713 -209	-1%	-$38.6K	3.23%	10
2020 Q2	$2.9M	Buy	16,922 +1,085	+7%	+$176K	3.37%	9
2020 Q1	$2.24M	Sell	15,837 -2,294	-13%	-$388K	2.92%	10
2019 Q4	$3.23M	Buy	+18,131	New	+$3.09M	3.27%	9

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Essex Private Wealth Management's IWB Position: Q2 2022 in Review

Essex Private Wealth Management sold out of iShares Russell 1000 ETF (IWB) in Q2 2022, closing a stake of 7,137 shares — an estimated $1.78M sold.

Essex Private Wealth Management first reported a position in IWB in Q4 2019 and held it in 10 quarters. The position peaked at $3.85M in Q4 2021. 1,019 funds tracked by Wall St. Rank hold IWB as of Q2 2022.

Essex Private Wealth Management reported no remaining iShares Russell 1000 ETF position as of Q2 2022 after selling out during the quarter.
Essex Private Wealth Management sold 7,137 iShares Russell 1000 ETF shares in Q2 2022, an estimated $1.78M.
Essex Private Wealth Management first reported a position in iShares Russell 1000 ETF in Q4 2019 and held it in 10 quarters.
Essex Private Wealth Management's iShares Russell 1000 ETF position peaked at $3.85M in Q4 2021.
1,019 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2022.

Based on Essex Private Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.