Essex Savings Bank’s iShares Russell Top 200 ETF IWL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-3,919	Closed	-$381K	–	232
2023 Q1	$381K	Hold	3,919	–	–	0.13%	142
2022 Q4	$353K	Buy	+3,919	New	+$356K	0.12%	154

Other funds holding IWL

Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

MCWS

McKinley Carter Wealth Services Wheeling, West Virginia $1.94B AUM 20.7% 1-Year Est. Return

SEM

Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Essex Savings Bank's IWL Position: Q2 2023 in Review

Essex Savings Bank sold out of iShares Russell Top 200 ETF (IWL) in Q2 2023, closing a stake of 3,919 shares — an estimated $381K sold.

Essex Savings Bank first reported a position in IWL in Q4 2022 and held it in 2 quarters. The position peaked at $381K in Q1 2023. 131 funds tracked by Wall St. Rank hold IWL as of Q2 2023.

Essex Savings Bank reported no remaining iShares Russell Top 200 ETF position as of Q2 2023 after selling out during the quarter.
Essex Savings Bank sold 3,919 iShares Russell Top 200 ETF shares in Q2 2023, an estimated $381K.
Essex Savings Bank first reported a position in iShares Russell Top 200 ETF in Q4 2022 and held it in 2 quarters.
Essex Savings Bank's iShares Russell Top 200 ETF position peaked at $381K in Q1 2023.
131 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2023.

Based on Essex Savings Bank's 13F filing for Q2 2023, filed 19 Jul 2023.