Essex Savings Bank’s iShares Russell 1000 ETF IWB Stock Holding History

Essex Savings Bank’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
2024 Q2	–	Sell	-1,135	Closed	-$298K	–	271
2024 Q1	$298K	Hold	1,135	–	–	0.09%	197
2023 Q4	$298K	Sell	1,135 -100	-8%	-$24.5K	0.09%	196
2023 Q3	$290K	Hold	1,235	–	–	0.1%	171
2023 Q2	$301K	Hold	1,235	–	–	0.1%	168
2023 Q1	$278K	Sell	1,235 -14	-1%	-$3.08K	0.1%	173
2022 Q4	$263K	Hold	1,249	–	–	0.09%	187
2022 Q3	$246K	Hold	1,249	–	–	0.1%	174
2022 Q2	$259K	Sell	1,249 -9	-0.7%	-$2.03K	0.1%	170
2022 Q1	$315K	Buy	+1,258	New	+$311K	0.1%	167
2019 Q3	–	Sell	-451	Closed	-$73K	–	404
2019 Q2	$73K	Hold	451	–	–	0.03%	394
2019 Q1	$71K	Hold	451	–	–	0.04%	257
2018 Q4	$63K	Buy	+451	New	+$67.5K	0.04%	263

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Essex Savings Bank's IWB Position: Q2 2024 in Review

Essex Savings Bank sold out of iShares Russell 1000 ETF (IWB) in Q2 2024, closing a stake of 1,135 shares — an estimated $298K sold.

Essex Savings Bank first reported a position in IWB in Q4 2018 and held it in 12 quarters. The position peaked at $315K in Q1 2022. 1,252 funds tracked by Wall St. Rank hold IWB as of Q2 2024.

Essex Savings Bank reported no remaining iShares Russell 1000 ETF position as of Q2 2024 after selling out during the quarter.
Essex Savings Bank sold 1,135 iShares Russell 1000 ETF shares in Q2 2024, an estimated $298K.
Essex Savings Bank first reported a position in iShares Russell 1000 ETF in Q4 2018 and held it in 12 quarters.
Essex Savings Bank's iShares Russell 1000 ETF position peaked at $315K in Q1 2022.
1,252 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2024.

Based on Essex Savings Bank's 13F filing for Q2 2024, filed 23 Jul 2024.