Essex Savings Bank’s iShares S&P Small-Cap 600 Growth ETF IJT Stock Holding History

Essex Savings Bank’s Portfolio IJT Stock Details IJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$936K	Buy	+5,240	New	+$849K	0.2%	103
2019 Q3	–	Sell	-2,422	Closed	-$221K	–	390
2019 Q2	$221K	Buy	2,422 +2,232	+1,175%	+$201K	0.08%	218
2019 Q1	$17K	Hold	190	–	–	0.01%	447
2018 Q4	$15K	Buy	+190	New	+$16.9K	0.01%	461

Other funds holding IJT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Essex Savings Bank's IJT Position: Q2 2026 in Review

Essex Savings Bank opened a new position in iShares S&P Small-Cap 600 Growth ETF (IJT) in Q2 2026: 5,240 shares worth $936K. The stake represents 0.2% of the portfolio and ranks #103 among its holdings. This is a return to the name: Essex Savings Bank previously reported a position in IJT as recently as Q2 2019.

Essex Savings Bank first reported a position in IJT in Q4 2018 and has held it in 4 quarters since. 541 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

Essex Savings Bank held 5,240 shares of iShares S&P Small-Cap 600 Growth ETF worth $936K as of Q2 2026.
iShares S&P Small-Cap 600 Growth ETF was a new Essex Savings Bank position in Q2 2026.
iShares S&P Small-Cap 600 Growth ETF made up 0.2% of Essex Savings Bank's portfolio in Q2 2026, its #103 holding.
Essex Savings Bank first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2018 and has held it in 4 quarters since.
541 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.