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

Essex Savings Bank’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.06M Hold
16,620
– – 0.45% 47
2026
Q1 		$1.77M Buy
16,620
+720
+5% +$81.7K 0.39% 56
2025
Q4 		$1.88M Buy
15,900
+236
+2% +$28K 0.41% 54
2025
Q3 		$1.83M Buy
15,664
+504
+3% +$56.1K 0.41% 58
2025
Q2 		$1.61M Buy
15,160
+512
+3% +$49K 0.38% 61
2025
Q1 		$1.32M Hold
14,648
– – 0.33% 68
2024
Q4 		$1.47M Sell
14,648
-372
-2% -$36.6K 0.36% 63
2024
Q3 		$1.41M Buy
15,020
+284
+2% +$25.7K 0.35% 66
2024
Q2 		$1.34M Sell
14,736
-13,448
-48% -$1.15M 0.36% 66
2024
Q1 		$2.14M Hold
28,184
– – 0.62% 32
2023
Q4 		$2.14M Buy
28,184
+13,308
+89% +$941K 0.62% 32
2023
Q3 		$989K Hold
14,876
– – 0.33% 68
2023
Q2 		$1.02M Hold
14,876
– – 0.34% 68
2023
Q1 		$909K Sell
14,876
-380
-2% -$21.9K 0.32% 76
2022
Q4 		$817K Buy
15,256
+4,424
+41% +$243K 0.29% 80
2022
Q3 		$570K Buy
10,832
+40
+0.4% +$2.35K 0.23% 97
2022
Q2 		$590K Sell
10,792
-552
-5% -$33.1K 0.23% 97
2022
Q1 		$787K Sell
11,344
-2,144
-16% -$146K 0.26% 90
2021
Q4 		$1.03M Buy
13,488
+1,300
+11% +$96.4K 0.35% 77
2021
Q3 		$886K Buy
12,188
+112
+0.9% +$7.92K 0.32% 85
2021
Q2 		$773K Sell
12,076
-512
-4% -$33K 0.3% 87
2021
Q1 		$753K Hold
12,588
– – 0.33% 79
2020
Q4 		$759K Buy
12,588
+2,052
+19% +$117K 0.34% 79
2020
Q3 		$572K Hold
10,536
– – 0.28% 88
2020
Q2 		$505K Hold
10,536
– – 0.3% 85
2020
Q1 		$397K Sell
10,536
-1,220
-10% -$52.6K 0.28% 95
2019
Q4 		$518K Buy
11,756
+1,220
+12% +$50.9K 0.26% 93
2019
Q3 		$420K Sell
10,536
-1,800
-15% -$72.2K 0.22% 100
2019
Q2 		$485K Buy
12,336
+6,136
+99% +$237K 0.17% 124
2019
Q1 		$235K Hold
6,200
– – 0.13% 130
2018
Q4 		$203K Buy
+6,200
New +$219K 0.13% 134

Other funds holding IWF

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
7WCP
71 West Capital Partners Boston, Massachusetts $2.89B AUM
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

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

Essex Savings Bank held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 16,620 shares worth $2.06M. The position accounts for 0.45% of the portfolio, ranked #47.

Essex Savings Bank first reported a position in IWF in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.14M in Q1 2024. 1,465 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • Essex Savings Bank held 16,620 shares of iShares Russell 1000 Growth ETF worth $2.06M as of Q2 2026.
  • Essex Savings Bank left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
  • iShares Russell 1000 Growth ETF made up 0.45% of Essex Savings Bank's portfolio in Q2 2026, its #47 holding.
  • Essex Savings Bank first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • Essex Savings Bank's iShares Russell 1000 Growth ETF position peaked at $2.14M in Q1 2024.
  • 1,465 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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