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

Essex Savings Bank’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$357K Hold
2,170
– – 0.08% 205
2026
Q1 		$316K Hold
2,170
– – 0.07% 222
2025
Q4 		$306K Hold
2,170
– – 0.07% 225
2025
Q3 		$303K Hold
2,170
– – 0.07% 223
2025
Q2 		$287K Hold
2,170
– – 0.07% 223
2025
Q1 		$273K Hold
2,170
– – 0.07% 226
2024
Q4 		$281K Buy
2,170
+210
+11% +$28.1K 0.07% 218
2024
Q3 		$259K Hold
1,960
– – 0.06% 241
2024
Q2 		$237K Hold
1,960
– – 0.06% 234
2024
Q1 		$228K Hold
1,960
– – 0.07% 234
2023
Q4 		$228K Buy
+1,960
New +$209K 0.07% 233
2020
Q1 		– Sell
-2,416
Closed -$229K – 155
2019
Q4 		$229K Buy
+2,416
New +$221K 0.12% 162
2019
Q3 		– Sell
-1,601
Closed -$142K – 405
2019
Q2 		$142K Buy
+1,601
New +$141K 0.05% 282

Other funds holding IWS

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ZBNA
Zions Bancorporation, National Association Salt Lake City, Utah $1.67B AUM 27.3% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

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

Essex Savings Bank held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 2,170 shares worth $357K. The position accounts for 0.08% of the portfolio, ranked #205.

Essex Savings Bank first reported a position in IWS in Q2 2019 and has held it in 13 quarters since. 488 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • Essex Savings Bank held 2,170 shares of iShares Russell Mid-Cap Value ETF worth $357K as of Q2 2026.
  • Essex Savings Bank left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.08% of Essex Savings Bank's portfolio in Q2 2026, its #205 holding.
  • Essex Savings Bank first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2019 and has held it in 13 quarters since.
  • 488 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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