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Essex Savings Bank’s iShares Russell 2000 ETF IWM Stock Holding History

Essex Savings Bank’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.81M Sell
9,365
-60
-0.6% -$16.9K 0.61% 36
2026
Q1 		$2.34M Buy
9,425
+150
+2% +$38.7K 0.52% 36
2025
Q4 		$2.28M Sell
9,275
-159
-2% -$39.1K 0.49% 39
2025
Q3 		$2.28M Sell
9,434
-300
-3% -$68.8K 0.51% 40
2025
Q2 		$2.1M Sell
9,734
-112
-1% -$22.5K 0.5% 42
2025
Q1 		$1.96M Sell
9,846
-16
-0.2% -$3.47K 0.48% 42
2024
Q4 		$2.18M Buy
9,862
+200
+2% +$45.6K 0.54% 35
2024
Q3 		$2.13M Buy
9,662
+91
+1% +$19.5K 0.53% 37
2024
Q2 		$1.94M Sell
9,571
-4,165
-30% -$842K 0.52% 38
2024
Q1 		$2.76M Hold
13,736
– – 0.8% 25
2023
Q4 		$2.76M Buy
13,736
+4,452
+48% +$798K 0.8% 25
2023
Q3 		$1.64M Buy
9,284
+83
+0.9% +$15.6K 0.55% 36
2023
Q2 		$1.72M Sell
9,201
-18
-0.2% -$3.21K 0.58% 38
2023
Q1 		$1.64M Sell
9,219
-481
-5% -$88.6K 0.57% 36
2022
Q4 		$1.69M Buy
9,700
+896
+10% +$159K 0.59% 36
2022
Q3 		$1.45M Sell
8,804
-187
-2% -$34.1K 0.58% 36
2022
Q2 		$1.52M Sell
8,991
-58
-0.6% -$10.7K 0.58% 38
2022
Q1 		$1.86M Buy
9,049
+285
+3% +$58.1K 0.61% 35
2021
Q4 		$1.95M Buy
8,764
+8
+0.1% +$1.81K 0.66% 32
2021
Q3 		$1.98M Buy
8,756
+129
+1% +$28.6K 0.72% 31
2021
Q2 		$1.95M Sell
8,627
-187
-2% -$42K 0.75% 27
2021
Q1 		$1.92M Sell
8,814
-541
-6% -$118K 0.84% 23
2020
Q4 		$1.83M Sell
9,355
-902
-9% -$158K 0.82% 27
2020
Q3 		$1.54M Buy
10,257
+1,193
+13% +$179K 0.75% 30
2020
Q2 		$1.3M Sell
9,064
-700
-7% -$91.9K 0.77% 29
2020
Q1 		$1.12M Buy
9,764
+1,237
+15% +$184K 0.8% 31
2019
Q4 		$1.41M Buy
8,527
+280
+3% +$44.3K 0.72% 33
2019
Q3 		$1.25M Sell
8,247
-381
-4% -$58.2K 0.66% 40
2019
Q2 		$1.34M Buy
8,628
+3,893
+82% +$600K 0.47% 48
2019
Q1 		$725K Hold
4,735
– – 0.41% 57
2018
Q4 		$634K Buy
+4,735
New +$707K 0.4% 58

Other funds holding IWM

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 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

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

Essex Savings Bank reduced its iShares Russell 2000 ETF (IWM) stake by 0.64% in Q2 2026, selling an estimated $16.9K and leaving 9,365 shares worth $2.81M. The position accounts for 0.61% of the portfolio, ranked #36.

Essex Savings Bank first reported a position in IWM in Q4 2018 and has held it in 31 quarters since. 1,541 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Essex Savings Bank held 9,365 shares of iShares Russell 2000 ETF worth $2.81M as of Q2 2026.
  • Essex Savings Bank sold 60 iShares Russell 2000 ETF shares in Q2 2026, an estimated $16.9K.
  • iShares Russell 2000 ETF made up 0.61% of Essex Savings Bank's portfolio in Q2 2026, its #36 holding.
  • Essex Savings Bank first reported a position in iShares Russell 2000 ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,541 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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