EFS
Essex Financial Services’s iShares Core S&P US Growth ETF IUSG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.62M | Buy |
30,716
+441
| +1% | +$66.3K | 0.3% | 75 |
|
|
2025
Q1 | $3.85M | Buy |
30,275
+570
| +2% | +$72.4K | 0.28% | 83 |
|
|
2024
Q4 | $4.14M | Buy |
29,705
+1,207
| +4% | +$168K | 0.29% | 77 |
|
|
2024
Q3 | $3.84M | Sell |
28,498
-415
| -1% | -$55.9K | 0.28% | 80 |
|
|
2024
Q2 | $3.48M | Buy |
28,913
+6,226
| +27% | +$750K | 0.26% | 87 |
|
|
2024
Q1 | $2.66M | Sell |
22,687
-342
| -1% | -$40.1K | 0.25% | 90 |
|
|
2023
Q4 | $2.4M | Buy |
23,029
+1,852
| +9% | +$193K | 0.25% | 90 |
|
|
2023
Q3 | $2.01M | Buy |
21,177
+5,085
| +32% | +$482K | 0.23% | 96 |
|
|
2023
Q2 | $1.57M | Buy |
16,092
+921
| +6% | +$89.9K | 0.18% | 120 |
|
|
2023
Q1 | $1.35M | Sell |
15,171
-592
| -4% | -$52.6K | 0.14% | 150 |
|
|
2022
Q4 | $1.29M | Sell |
15,763
-3,826
| -20% | -$312K | 0.14% | 148 |
|
|
2022
Q3 | $1.57M | Buy |
19,589
+2,908
| +17% | +$233K | 0.19% | 115 |
|
|
2022
Q2 | $1.4M | Sell |
16,681
-86
| -0.5% | -$7.2K | 0.16% | 134 |
|
|
2022
Q1 | $1.77M | Buy |
16,767
+2,879
| +21% | +$304K | 0.17% | 127 |
|
|
2021
Q4 | $1.61M | Buy |
13,888
+1,056
| +8% | +$122K | 0.16% | 139 |
|
|
2021
Q3 | $1.31M | Buy |
12,832
+4,358
| +51% | +$446K | 0.15% | 151 |
|
|
2021
Q2 | $769K | Hold |
8,474
| – | – | 0.11% | 188 |
|
|
2021
Q1 | $769K | Buy |
8,474
+972
| +13% | +$88.2K | 0.14% | 158 |
|
|
2020
Q4 | $665K | Buy |
7,502
+2,243
| +43% | +$199K | 0.13% | 158 |
|
|
2020
Q3 | $421K | Buy |
5,259
+1,540
| +41% | +$123K | 0.1% | 179 |
|
|
2020
Q2 | $267K | Sell |
3,719
-5,564
| -60% | -$399K | 0.08% | 204 |
|
|
2020
Q1 | $530K | Buy |
9,283
+2,428
| +35% | +$139K | 0.19% | 118 |
|
|
2019
Q4 | $464K | Buy |
6,855
+257
| +4% | +$17.4K | 0.13% | 155 |
|
|
2019
Q3 | $415K | Buy |
6,598
+1,956
| +42% | +$123K | 0.13% | 155 |
|
|
2019
Q2 | $291K | Buy |
+4,642
| New | +$291K | 0.09% | 183 |
|