ESB
Essex Savings Bank’s iShares Russell 1000 Growth ETF IWF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
3,790
+128
| +3% | +$54.3K | 0.38% | 61 |
|
|
2025
Q1 | $1.32M | Hold |
3,662
| – | – | 0.33% | 68 |
|
|
2024
Q4 | $1.47M | Sell |
3,662
-93
| -2% | -$37.3K | 0.36% | 63 |
|
|
2024
Q3 | $1.41M | Buy |
3,755
+71
| +2% | +$26.7K | 0.35% | 66 |
|
|
2024
Q2 | $1.34M | Sell |
3,684
-3,362
| -48% | -$1.23M | 0.36% | 66 |
|
|
2024
Q1 | $2.14M | Hold |
7,046
| – | – | 0.62% | 32 |
|
|
2023
Q4 | $2.14M | Buy |
7,046
+3,327
| +89% | +$1.01M | 0.62% | 32 |
|
|
2023
Q3 | $989K | Hold |
3,719
| – | – | 0.33% | 68 |
|
|
2023
Q2 | $1.02M | Hold |
3,719
| – | – | 0.34% | 68 |
|
|
2023
Q1 | $909K | Sell |
3,719
-95
| -2% | -$23.2K | 0.32% | 76 |
|
|
2022
Q4 | $817K | Buy |
3,814
+1,106
| +41% | +$237K | 0.29% | 80 |
|
|
2022
Q3 | $570K | Buy |
2,708
+10
| +0.4% | +$2.11K | 0.23% | 97 |
|
|
2022
Q2 | $590K | Sell |
2,698
-138
| -5% | -$30.2K | 0.23% | 97 |
|
|
2022
Q1 | $787K | Sell |
2,836
-536
| -16% | -$149K | 0.26% | 90 |
|
|
2021
Q4 | $1.03M | Buy |
3,372
+325
| +11% | +$99.4K | 0.35% | 77 |
|
|
2021
Q3 | $886K | Buy |
3,047
+28
| +0.9% | +$8.14K | 0.32% | 85 |
|
|
2021
Q2 | $773K | Sell |
3,019
-128
| -4% | -$32.8K | 0.3% | 87 |
|
|
2021
Q1 | $753K | Hold |
3,147
| – | – | 0.33% | 79 |
|
|
2020
Q4 | $759K | Buy |
3,147
+513
| +19% | +$124K | 0.34% | 79 |
|
|
2020
Q3 | $572K | Hold |
2,634
| – | – | 0.28% | 88 |
|
|
2020
Q2 | $505K | Hold |
2,634
| – | – | 0.3% | 85 |
|
|
2020
Q1 | $397K | Sell |
2,634
-305
| -10% | -$46K | 0.28% | 95 |
|
|
2019
Q4 | $518K | Buy |
2,939
+305
| +12% | +$53.8K | 0.26% | 93 |
|
|
2019
Q3 | $420K | Sell |
2,634
-450
| -15% | -$71.8K | 0.22% | 100 |
|
|
2019
Q2 | $485K | Buy |
3,084
+1,534
| +99% | +$241K | 0.17% | 124 |
|
|
2019
Q1 | $235K | Hold |
1,550
| – | – | 0.13% | 130 |
|
|
2018
Q4 | $203K | Buy |
+1,550
| New | +$203K | 0.13% | 134 |
|