iShares Russell 2000 Index shares owned by Essex Financial Services
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Essex Financial Services
from 13F filings
Historical chart of Essex Financial Services investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Essex Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.0M | 9.5k | 210.30 |
| 2023-12-31 | $1.3M | 6.5k | 200.73 |
| 2023-09-30 | $1.2M | 6.8k | 176.74 |
| 2023-06-30 | $1.3M | 6.8k | 187.27 |
| 2023-03-31 | $1.1M | 6.3k | 178.39 |
| 2022-12-31 | $1.1M | 6.3k | 174.34 |
| 2022-09-30 | $1.2M | 7.2k | 164.89 |
| 2022-06-30 | $1.1M | 6.7k | 169.32 |
| 2022-03-31 | $1.4M | 6.6k | 205.33 |
| 2021-12-31 | $1.7M | 7.4k | 222.52 |
| 2021-09-30 | $1.3M | 6.2k | 218.84 |
| 2021-06-30 | $1.1M | 4.8k | 220.99 |
| 2021-03-31 | $1.1M | 4.8k | 220.99 |
| 2020-12-31 | $681k | 3.5k | 196.14 |
| 2020-09-30 | $467k | 3.1k | 149.78 |
| 2020-06-30 | $431k | 3.0k | 143.05 |
| 2020-03-31 | $389k | 3.4k | 114.48 |
| 2019-12-31 | $285k | 1.7k | 165.79 |
| 2018-09-30 | $233k | 1.4k | 168.35 |
| 2018-06-30 | $222k | 1.4k | 163.84 |
| 2018-03-31 | $629k | 4.1k | 151.86 |
| 2017-06-30 | $518k | 3.7k | 141.03 |
| 2017-03-31 | $794k | 5.8k | 137.49 |
| 2016-12-31 | $798k | 5.9k | 134.93 |
| 2016-09-30 | $723k | 5.8k | 123.97 |
| 2016-06-30 | $650k | 5.7k | 114.92 |
| 2016-03-31 | $718k | 6.5k | 110.61 |
| 2015-12-31 | $912k | 8.1k | 112.56 |
| 2015-09-30 | $697k | 6.4k | 109.26 |
| 2015-06-30 | $796k | 6.4k | 124.80 |
| 2015-03-31 | $773k | 6.2k | 124.34 |
| 2014-12-31 | $634k | 5.3k | 119.69 |
| 2014-09-30 | $555k | 5.1k | 109.25 |
| 2014-06-30 | $541k | 4.6k | 118.82 |
| 2014-03-31 | $448k | 3.9k | 116.21 |
| 2013-12-31 | $445k | 3.9k | 115.43 |
| 2013-09-30 | $532k | 5.0k | 106.63 |
| 2013-06-30 | $484k | 5.0k | 97.01 |
| 2013-03-31 | $471k | 5.0k | 94.41 |
| 2012-12-31 | $393k | 4.7k | 84.26 |