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

Essex Savings Bank’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$887K Buy
8,044
+37
+0.5% +$3.89K 0.19% 111
2026
Q1 		$779K Sell
8,007
-140
-2% -$14K 0.17% 118
2025
Q4 		$784K Sell
8,147
-10
-0.1% -$961 0.17% 115
2025
Q3 		$788K Sell
8,157
-90
-1% -$8.53K 0.18% 109
2025
Q2 		$758K Sell
8,247
-316
-4% -$27.3K 0.18% 112
2025
Q1 		$728K Buy
8,563
+114
+1% +$10.2K 0.18% 114
2024
Q4 		$747K Hold
8,449
– – 0.18% 113
2024
Q3 		$745K Sell
8,449
-59
-0.7% -$4.97K 0.19% 115
2024
Q2 		$690K Sell
8,508
-100
-1% -$8.14K 0.19% 115
2024
Q1 		$669K Hold
8,608
– – 0.19% 114
2023
Q4 		$669K Hold
8,608
– – 0.19% 114
2023
Q3 		$596K Buy
8,608
+2,357
+38% +$172K 0.2% 107
2023
Q2 		$457K Sell
6,251
-1,971
-24% -$137K 0.15% 130
2023
Q1 		$575K Hold
8,222
– – 0.2% 109
2022
Q4 		$555K Buy
8,222
+2,068
+34% +$139K 0.2% 105
2022
Q3 		$382K Hold
6,154
– – 0.15% 131
2022
Q2 		$398K Hold
6,154
– – 0.15% 135
2022
Q1 		$480K Buy
6,154
+11
+0.2% +$847 0.16% 125
2021
Q4 		$510K Hold
6,143
– – 0.17% 124
2021
Q3 		$503K Hold
6,143
– – 0.18% 121
2021
Q2 		$481K Hold
6,143
– – 0.19% 123
2021
Q1 		$443K Sell
6,143
-500
-8% -$36.1K 0.19% 120
2020
Q4 		$455K Sell
6,643
-405
-6% -$25.8K 0.2% 114
2020
Q3 		$405K Hold
7,048
– – 0.2% 116
2020
Q2 		$377K Hold
7,048
– – 0.22% 105
2020
Q1 		$304K Buy
7,048
+1,358
+24% +$74.7K 0.22% 112
2019
Q4 		$339K Sell
5,690
-970
-15% -$55.7K 0.17% 123
2019
Q3 		$373K Sell
6,660
-240
-3% -$13.4K 0.2% 112
2019
Q2 		$386K Buy
6,900
+5,080
+279% +$279K 0.14% 138
2019
Q1 		$98K Buy
1,820
+200
+12% +$10.4K 0.06% 219
2018
Q4 		$75K Buy
+1,620
New +$81.7K 0.05% 240

Other funds holding IWR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
PLU
Performa Ltd (US) Charleston, South Carolina $620M AUM 19.43% 1-Year Est. Return
FWTB
First Western Trust Bank Denver, Colorado $2.05B AUM 0.32% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
WT
Washington Trust Westerly, Rhode Island $3.22B AUM 29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Essex Savings Bank increased its iShares Russell Mid-Cap ETF (IWR) stake by 0.46% in Q2 2026, buying an estimated $3.89K and bringing the position to 8,044 shares worth $887K. The position accounts for 0.19% of the portfolio, ranked #111.

Essex Savings Bank first reported a position in IWR in Q4 2018 and has held it in 31 quarters since. 902 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • Essex Savings Bank held 8,044 shares of iShares Russell Mid-Cap ETF worth $887K as of Q2 2026.
  • Essex Savings Bank bought 37 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $3.89K.
  • iShares Russell Mid-Cap ETF made up 0.19% of Essex Savings Bank's portfolio in Q2 2026, its #111 holding.
  • Essex Savings Bank first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • 902 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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