Essex Savings Bank’s iShares S&P 500 Growth ETF IVW Stock Holding History

Essex Savings Bank’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.19M	Sell	15,958 -269	-2%	-$35.5K	0.47%	45
2026 Q1	$1.84M	Sell	16,227 -421	-3%	-$50.6K	0.41%	48
2025 Q4	$2.05M	Sell	16,648 -81	-0.5%	-$9.91K	0.44%	47
2025 Q3	$2.02M	Sell	16,729 -123	-0.7%	-$14.1K	0.45%	48
2025 Q2	$1.86M	Sell	16,852 -259	-2%	-$25.6K	0.44%	52
2025 Q1	$1.59M	Sell	17,111 -800	-4%	-$80.7K	0.39%	58
2024 Q4	$1.82M	Sell	17,911 -100	-0.6%	-$9.98K	0.45%	47
2024 Q3	$1.72M	Hold	18,011	–	–	0.43%	51
2024 Q2	$1.67M	Hold	18,011	–	–	0.45%	49
2024 Q1	$1.35M	Hold	18,011	–	–	0.39%	59
2023 Q4	$1.35M	Hold	18,011	–	–	0.39%	59
2023 Q3	$1.23M	Hold	18,011	–	–	0.42%	55
2023 Q2	$1.27M	Hold	18,011	–	–	0.42%	53
2023 Q1	$1.15M	Sell	18,011 -3,305	-16%	-$202K	0.4%	57
2022 Q4	$1.25M	Hold	21,316	–	–	0.44%	57
2022 Q3	$1.23M	Hold	21,316	–	–	0.49%	44
2022 Q2	$1.29M	Hold	21,316	–	–	0.49%	46
2022 Q1	$1.63M	Hold	21,316	–	–	0.54%	42
2021 Q4	$1.78M	Hold	21,316	–	–	0.6%	37
2021 Q3	$1.68M	Hold	21,316	–	–	0.61%	38
2021 Q2	$1.47M	Hold	21,316	–	–	0.57%	40
2021 Q1	$1.35M	Hold	21,316	–	–	0.59%	41
2020 Q4	$1.36M	Hold	21,316	–	–	0.61%	39
2020 Q3	$1.23M	Hold	21,316	–	–	0.6%	40
2020 Q2	$1.11M	Hold	21,316	–	–	0.66%	40
2020 Q1	$880K	Buy	21,316 +9,564	+81%	+$452K	0.63%	42
2019 Q4	$569K	Hold	11,752	–	–	0.29%	85
2019 Q3	$529K	Hold	11,752	–	–	0.28%	86
2019 Q2	$527K	Sell	11,752 -3,584	-23%	-$158K	0.19%	111
2019 Q1	$661K	Buy	15,336 +14,264	+1,331%	+$584K	0.38%	64
2018 Q4	$40K	Buy	+1,072	New	+$43.4K	0.03%	314

Other funds holding IVW

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Essex Savings Bank's IVW Position: Q2 2026 in Review

Essex Savings Bank reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.7% in Q2 2026, selling an estimated $35.5K and leaving 15,958 shares worth $2.19M. The position accounts for 0.47% of the portfolio, ranked #45.

Essex Savings Bank first reported a position in IVW in Q4 2018 and has held it in 31 quarters since. 1,368 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Essex Savings Bank held 15,958 shares of iShares S&P 500 Growth ETF worth $2.19M as of Q2 2026.
Essex Savings Bank sold 269 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $35.5K.
iShares S&P 500 Growth ETF made up 0.47% of Essex Savings Bank's portfolio in Q2 2026, its #45 holding.
Essex Savings Bank first reported a position in iShares S&P 500 Growth ETF in Q4 2018 and has held it in 31 quarters since.
1,368 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.