Essex Savings Bank’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$751K	Hold	5,128	–	–	0.16%	132
2026 Q1	$657K	Hold	5,128	–	–	0.15%	133
2025 Q4	$702K	Sell	5,128 -15	-0.3%	-$2.1K	0.15%	130
2025 Q3	$732K	Hold	5,143	–	–	0.17%	119
2025 Q2	$713K	Hold	5,143	–	–	0.17%	118
2025 Q1	$604K	Sell	5,143 -61	-1%	-$7.84K	0.15%	130
2024 Q4	$660K	Buy	5,204 +105	+2%	+$13.3K	0.16%	121
2024 Q3	$598K	Hold	5,099	–	–	0.15%	134
2024 Q2	$563K	Sell	5,099 -64	-1%	-$7.03K	0.15%	128
2024 Q1	$539K	Hold	5,163	–	–	0.16%	131
2023 Q4	$539K	Hold	5,163	–	–	0.16%	131
2023 Q3	$472K	Buy	5,163 +191	+4%	+$18.3K	0.16%	123
2023 Q2	$480K	Hold	4,972	–	–	0.16%	123
2023 Q1	$453K	Hold	4,972	–	–	0.16%	131
2022 Q4	$416K	Hold	4,972	–	–	0.15%	139
2022 Q3	$390K	Sell	4,972 -2,121	-30%	-$183K	0.16%	127
2022 Q2	$562K	Buy	7,093 +2,121	+43%	+$185K	0.21%	98
2022 Q1	$500K	Hold	4,972	–	–	0.17%	119
2021 Q4	$573K	Hold	4,972	–	–	0.19%	116
2021 Q3	$587K	Hold	4,972	–	–	0.21%	108
2021 Q2	$527K	Hold	4,972	–	–	0.2%	112
2021 Q1	$517K	Hold	4,972	–	–	0.23%	105
2020 Q4	$510K	Hold	4,972	–	–	0.23%	102
2020 Q3	$430K	Hold	4,972	–	–	0.21%	110
2020 Q2	$393K	Buy	4,972 +388	+8%	+$28.1K	0.23%	102
2020 Q1	$279K	Sell	4,584 -310	-6%	-$22.6K	0.2%	116
2019 Q4	$373K	Sell	4,894 -740	-13%	-$54.3K	0.19%	115
2019 Q3	$398K	Buy	5,634 +5,034	+839%	+$362K	0.21%	104
2019 Q2	$42K	Buy	600 +300	+100%	+$20.9K	0.01%	469
2019 Q1	$20K	Hold	300	–	–	0.01%	422
2018 Q4	$17K	Buy	+300	New	+$18.3K	0.01%	442

Other funds holding IWP

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PMFA

Plante Moran Financial Advisors Southfield, Michigan $2.15B AUM 22.82% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

FAC

Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return

ZBNA

Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Essex Savings Bank held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 5,128 shares worth $751K. The position accounts for 0.16% of the portfolio, ranked #132.

Essex Savings Bank first reported a position in IWP in Q4 2018 and has held it in 31 quarters since. 743 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Essex Savings Bank held 5,128 shares of iShares Russell Mid-Cap Growth ETF worth $751K as of Q2 2026.
Essex Savings Bank left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.16% of Essex Savings Bank's portfolio in Q2 2026, its #132 holding.
Essex Savings Bank first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2018 and has held it in 31 quarters since.
743 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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