Essex Financial Services’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.74M	Buy	30,555 +341	+1%	+$56.1K	0.27%	83
2025 Q4	$5.07M	Sell	30,214 -355	-1%	-$59.2K	0.29%	71
2025 Q3	$5.03M	Sell	30,569 -147	-0.5%	-$23.1K	0.3%	74
2025 Q2	$4.62M	Buy	30,716 +441	+1%	+$59.8K	0.3%	75
2025 Q1	$3.85M	Buy	30,275 +570	+2%	+$78.8K	0.28%	83
2024 Q4	$4.14M	Buy	29,705 +1,207	+4%	+$166K	0.29%	77
2024 Q3	$3.84M	Sell	28,498 -415	-1%	-$52.8K	0.28%	80
2024 Q2	$3.48M	Buy	28,913 +6,226	+27%	+$743K	0.26%	87
2024 Q1	$2.66M	Sell	22,687 -342	-1%	-$38K	0.25%	90
2023 Q4	$2.4M	Buy	23,029 +1,852	+9%	+$182K	0.25%	90
2023 Q3	$2.01M	Buy	21,177 +5,085	+32%	+$499K	0.23%	96
2023 Q2	$1.57M	Buy	16,092 +921	+6%	+$84.5K	0.18%	120
2023 Q1	$1.35M	Sell	15,171 -592	-4%	-$50.4K	0.14%	150
2022 Q4	$1.28M	Sell	15,763 -3,826	-20%	-$320K	0.14%	148
2022 Q3	$1.57M	Buy	19,589 +2,908	+17%	+$262K	0.19%	115
2022 Q2	$1.4M	Sell	16,681 -86	-0.5%	-$7.88K	0.16%	134
2022 Q1	$1.77M	Buy	16,767 +2,879	+21%	+$299K	0.17%	127
2021 Q4	$1.61M	Buy	13,888 +1,056	+8%	+$118K	0.16%	139
2021 Q3	$1.31M	Buy	12,832 +4,358	+51%	+$460K	0.15%	151
2021 Q2	$769K	Hold	8,474	–	–	0.11%	188
2021 Q1	$769K	Buy	8,474 +972	+13%	+$87.6K	0.14%	158
2020 Q4	$665K	Buy	7,502 +2,243	+43%	+$189K	0.13%	158
2020 Q3	$421K	Buy	5,259 +1,540	+41%	+$121K	0.1%	179
2020 Q2	$267K	Sell	3,719 -5,564	-60%	-$370K	0.08%	204
2020 Q1	$530K	Buy	9,283 +2,428	+35%	+$160K	0.19%	118
2019 Q4	$464K	Buy	6,855 +257	+4%	+$16.6K	0.13%	155
2019 Q3	$415K	Buy	6,598 +1,956	+42%	+$124K	0.13%	155
2019 Q2	$291K	Buy	+4,642	New	+$286K	0.09%	183