ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 11,359 Value ($000) $2,796 Avg Close — Range —
Q3 2025
Shares 11,225 Value ($000) $2,716 Avg Close — Range —
Q2 2025
Shares 11,519 Value ($000) $2,486 Avg Close — Range —
Q1 2025
Shares 10,844 Value ($000) $2,163 Avg Close — Range —
Q4 2024
Shares 9,759 Value ($000) $2,156 Avg Close — Range —
Q3 2024
Shares 9,634 Value ($000) $2,132 Avg Close — Range —
Q2 2024
Shares 9,410 Value ($000) $1,947 Avg Close — Range —
Q1 2024
Shares 9,487 Value ($000) $1,995 Avg Close — Range —
Q4 2023
Shares 6,529 Value ($000) $1,311 Avg Close — Range —
Q3 2023
Shares 6,763 Value ($000) $1,195 Avg Close — Range —
Q2 2023
Shares 6,788 Value ($000) $1,271 Avg Close — Range —
Q1 2023
Shares 6,339 Value ($000) $1,131 Avg Close — Range —
Q4 2022
Shares 6,281 Value ($000) $1 Avg Close — Range —
Q3 2022
Shares 7,235 Value ($000) $1,193 Avg Close — Range —
Q2 2022
Shares 6,727 Value ($000) $1,139 Avg Close — Range —
Q1 2022
Shares 6,604 Value ($000) $1,356 Avg Close — Range —
Q4 2021
Shares 7,442 Value ($000) $1,656 Avg Close — Range —
Q3 2021
Shares 6,169 Value ($000) $1,350 Avg Close — Range —
Q2 2021
Shares 4,774 Value ($000) $1,055 Avg Close — Range —
Q1 2021
Shares 4,774 Value ($000) $1,055 Avg Close — Range —
Q4 2020
Shares 3,472 Value ($000) $681 Avg Close — Range —
Q3 2020
Shares 3,118 Value ($000) $467 Avg Close — Range —
Q2 2020
Shares 3,013 Value ($000) $431 Avg Close — Range —
Q1 2020
Shares 3,398 Value ($000) $389 Avg Close — Range —
Q4 2019
Shares 1,719 Value ($000) $285 Avg Close — Range —
Q3 2018
Shares 1,384 Value ($000) $233 Avg Close — Range —
Q2 2018
Shares 1,355 Value ($000) $222 Avg Close — Range —
Q1 2018
Shares 4,142 Value ($000) $629 Avg Close — Range —
Q2 2017
Shares 3,673 Value ($000) $518 Avg Close — Range —
Q1 2017
Shares 5,775 Value ($000) $794 Avg Close — Range —
Q4 2016
Shares 5,914 Value ($000) $798 Avg Close — Range —
Q3 2016
Shares 5,832 Value ($000) $723 Avg Close — Range —
Q2 2016
Shares 5,656 Value ($000) $650 Avg Close — Range —
Q1 2016
Shares 6,491 Value ($000) $718 Avg Close — Range —
Q4 2015
Shares 8,102 Value ($000) $912 Avg Close — Range —
Q3 2015
Shares 6,379 Value ($000) $697 Avg Close — Range —
Q2 2015
Shares 6,378 Value ($000) $796 Avg Close — Range —
Q1 2015
Shares 6,217 Value ($000) $773 Avg Close — Range —
Q4 2014
Shares 5,297 Value ($000) $634 Avg Close — Range —
Q3 2014
Shares 5,080 Value ($000) $555 Avg Close — Range —
Q2 2014
Shares 4,553 Value ($000) $541 Avg Close — Range —
Q1 2014
Shares 3,855 Value ($000) $448 Avg Close — Range —
Q4 2013
Shares 3,855 Value ($000) $445 Avg Close — Range —
Q3 2013
Shares 4,989 Value ($000) $532 Avg Close — Range —
Q2 2013
Shares 4,989 Value ($000) $484 Avg Close — Range —