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

Essex Financial Services’s Portfolio IUSG Stock Details IUSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.77M Buy
30,663
+108
+0.4% +$19.5K 0.29% 78
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

Other funds holding IUSG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Essex Financial Services's IUSG Position: Q2 2026 in Review

Essex Financial Services increased its iShares Core S&P US Growth ETF (IUSG) stake by 0.35% in Q2 2026, buying an estimated $19.5K and bringing the position to 30,663 shares worth $5.77M. The position accounts for 0.29% of the portfolio, ranked #78.

Essex Financial Services first reported a position in IUSG in Q2 2019 and has held it in 29 quarters since. 933 funds tracked by Wall St. Rank hold IUSG as of Q2 2026.

  • Essex Financial Services held 30,663 shares of iShares Core S&P US Growth ETF worth $5.77M as of Q2 2026.
  • Essex Financial Services bought 108 iShares Core S&P US Growth ETF shares in Q2 2026, an estimated $19.5K.
  • iShares Core S&P US Growth ETF made up 0.29% of Essex Financial Services's portfolio in Q2 2026, its #78 holding.
  • Essex Financial Services first reported a position in iShares Core S&P US Growth ETF in Q2 2019 and has held it in 29 quarters since.
  • 933 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.