ISHARES TR

Ticker: IWP CUSIP: 464287481 Class: RUS MD CP GR ETF

Essex Financial Services, Inc.'s Holding History (CIK: 0001315785)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 27,211 Value ($000) $3,726 Avg Close Range
Q3 2025
Shares 25,011 Value ($000) $3,562 Avg Close Range
Q2 2025
Shares 23,706 Value ($000) $3,287 Avg Close Range
Q1 2025
Shares 22,234 Value ($000) $2,612 Avg Close Range
Q4 2024
Shares 21,790 Value ($000) $2,762 Avg Close Range
Q3 2024
Shares 21,907 Value ($000) $2,646 Avg Close Range
Q2 2024
Shares 20,993 Value ($000) $2,259 Avg Close Range
Q1 2024
Shares 14,257 Value ($000) $1,627 Avg Close Range
Q4 2023
Shares 12,041 Value ($000) $1,258 Avg Close Range
Q3 2023
Shares 8,233 Value ($000) $752 Avg Close Range
Q2 2023
Shares 7,929 Value ($000) $766 Avg Close Range
Q1 2023
Shares 7,490 Value ($000) $682 Avg Close Range
Q4 2022
Shares 8,027 Value ($000) $1 Avg Close Range
Q3 2022
Shares 11,570 Value ($000) $907 Avg Close Range
Q2 2022
Shares 13,207 Value ($000) $1,046 Avg Close Range
Q1 2022
Shares 20,099 Value ($000) $2,020 Avg Close Range
Q4 2021
Shares 7,270 Value ($000) $838 Avg Close Range
Q3 2021
Shares 7,610 Value ($000) $853 Avg Close Range
Q2 2021
Shares 7,104 Value ($000) $725 Avg Close Range
Q1 2021
Shares 7,104 Value ($000) $725 Avg Close Range
Q4 2020
Shares 7,104 Value ($000) $729 Avg Close Range
Q3 2020
Shares 2,282 Value ($000) $394 Avg Close Range
Q1 2018
Shares 3,848 Value ($000) $473 Avg Close Range
Q2 2017
Shares 1,894 Value ($000) $205 Avg Close Range