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

Essex Savings Bank’s Portfolio IWD Stock Details IWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$685K Sell
2,827
-140
-5% -$32.6K 0.15% 141
2026
Q1 		$634K Buy
2,967
+17
+0.6% +$3.72K 0.14% 139
2025
Q4 		$620K Buy
2,950
+324
+12% +$66.9K 0.13% 143
2025
Q3 		$535K Sell
2,626
-64
-2% -$12.7K 0.12% 152
2025
Q2 		$522K Sell
2,690
-39
-1% -$7.22K 0.12% 153
2025
Q1 		$513K Sell
2,729
-20
-0.7% -$3.81K 0.13% 148
2024
Q4 		$509K Buy
2,749
+113
+4% +$21.7K 0.13% 144
2024
Q3 		$500K Sell
2,636
-25
-0.9% -$4.55K 0.12% 148
2024
Q2 		$464K Sell
2,661
-537
-17% -$93.9K 0.13% 148
2024
Q1 		$528K Hold
3,198
– – 0.15% 132
2023
Q4 		$528K Buy
3,198
+286
+10% +$44.2K 0.15% 132
2023
Q3 		$442K Buy
2,912
+603
+26% +$95.6K 0.15% 126
2023
Q2 		$364K Hold
2,309
– – 0.12% 143
2023
Q1 		$352K Sell
2,309
-612
-21% -$94.5K 0.12% 151
2022
Q4 		$443K Buy
2,921
+669
+30% +$100K 0.16% 132
2022
Q3 		$306K Sell
2,252
-20
-0.9% -$3K 0.12% 151
2022
Q2 		$329K Sell
2,272
-90
-4% -$14.1K 0.13% 150
2022
Q1 		$392K Sell
2,362
-476
-17% -$78.2K 0.13% 143
2021
Q4 		$476K Buy
2,838
+412
+17% +$67.5K 0.16% 130
2021
Q3 		$395K Sell
2,426
-11
-0.5% -$1.76K 0.14% 145
2021
Q2 		$392K Hold
2,437
– – 0.15% 144
2021
Q1 		$349K Hold
2,437
– – 0.15% 142
2020
Q4 		$333K Buy
+2,437
New +$313K 0.15% 145

Other funds holding IWD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
7WCP
71 West Capital Partners Boston, Massachusetts $2.89B AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

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

Essex Savings Bank reduced its iShares Russell 1000 Value ETF (IWD) stake by 4.7% in Q2 2026, selling an estimated $32.6K and leaving 2,827 shares worth $685K. The position accounts for 0.15% of the portfolio, ranked #141.

Essex Savings Bank first reported a position in IWD in Q4 2020 and has held it in 23 quarters since. 1,228 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

  • Essex Savings Bank held 2,827 shares of iShares Russell 1000 Value ETF worth $685K as of Q2 2026.
  • Essex Savings Bank sold 140 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $32.6K.
  • iShares Russell 1000 Value ETF made up 0.15% of Essex Savings Bank's portfolio in Q2 2026, its #141 holding.
  • Essex Savings Bank first reported a position in iShares Russell 1000 Value ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,228 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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