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

Essex Savings Bank’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$238K Buy
+604
New +$220K 0.05% 281

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PNC Financial Services Group
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DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

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

Essex Savings Bank opened a new position in iShares Russell 2000 Growth ETF (IWO) in Q2 2026: 604 shares worth $238K. The stake represents 0.05% of the portfolio and ranks #281 among its holdings.

726 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Essex Savings Bank held 604 shares of iShares Russell 2000 Growth ETF worth $238K as of Q2 2026.
  • iShares Russell 2000 Growth ETF was a new Essex Savings Bank position in Q2 2026.
  • iShares Russell 2000 Growth ETF made up 0.05% of Essex Savings Bank's portfolio in Q2 2026, its #281 holding.
  • 726 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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