ESB
IWV icon

Essex Savings Bank’s iShares Russell 3000 ETF IWV Stock Holding History

Essex Savings Bank’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-714
Closed -$123K – 406
2019
Q2 		$123K Hold
714
– – 0.04% 308
2019
Q1 		$119K Hold
714
– – 0.07% 197
2018
Q4 		$105K Buy
+714
New +$113K 0.07% 201

Other funds holding IWV

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BlackRock
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JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Essex Savings Bank's IWV Position: Q3 2019 in Review

Essex Savings Bank sold out of iShares Russell 3000 ETF (IWV) in Q3 2019, closing a stake of 714 shares — an estimated $123K sold.

Essex Savings Bank first reported a position in IWV in Q4 2018 and held it in 3 quarters. The position peaked at $123K in Q2 2019. 457 funds tracked by Wall St. Rank hold IWV as of Q3 2019.

  • Essex Savings Bank reported no remaining iShares Russell 3000 ETF position as of Q3 2019 after selling out during the quarter.
  • Essex Savings Bank sold 714 iShares Russell 3000 ETF shares in Q3 2019, an estimated $123K.
  • Essex Savings Bank first reported a position in iShares Russell 3000 ETF in Q4 2018 and held it in 3 quarters.
  • Essex Savings Bank's iShares Russell 3000 ETF position peaked at $123K in Q2 2019.
  • 457 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.