ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

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

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

Q4 2025
Shares 6,346 Value ($000) $2,370 Avg Close — Range —
Q3 2025
Shares 6,395 Value ($000) $2,337 Avg Close — Range —
Q2 2025
Shares 6,267 Value ($000) $2,128 Avg Close — Range —
Q1 2025
Shares 6,175 Value ($000) $1,894 Avg Close — Range —
Q4 2024
Shares 5,417 Value ($000) $1,745 Avg Close — Range —
Q3 2024
Shares 5,394 Value ($000) $1,724 Avg Close — Range —
Q2 2024
Shares 5,474 Value ($000) $1,591 Avg Close — Range —
Q1 2024
Shares 4,939 Value ($000) $1,423 Avg Close — Range —
Q4 2023
Shares 4,152 Value ($000) $1,089 Avg Close — Range —
Q3 2023
Shares 1,692 Value ($000) $397 Avg Close — Range —
Q2 2023
Shares 1,164 Value ($000) $284 Avg Close — Range —
Q1 2023
Shares 1,164 Value ($000) $262 Avg Close — Range —
Q1 2022
Shares 882 Value ($000) $221 Avg Close — Range —