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Essex Savings Bank’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Essex Savings Bank’s Portfolio ITOT Stock Details ITOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.18M Hold
19,361
– – 0.69% 31
2026
Q1 		$2.76M Hold
19,361
– – 0.61% 32
2025
Q4 		$2.88M Buy
19,361
+215
+1% +$31.7K 0.62% 31
2025
Q3 		$2.79M Buy
19,146
+991
+5% +$139K 0.63% 30
2025
Q2 		$2.45M Buy
18,155
+1,325
+8% +$165K 0.58% 34
2025
Q1 		$2.05M Buy
16,830
+1,420
+9% +$183K 0.5% 38
2024
Q4 		$1.98M Buy
15,410
+1,412
+10% +$183K 0.49% 42
2024
Q3 		$1.76M Sell
13,998
-2,300
-14% -$278K 0.44% 48
2024
Q2 		$1.94M Buy
16,298
+7,015
+76% +$805K 0.52% 39
2024
Q1 		$977K Hold
9,283
– – 0.28% 89
2023
Q4 		$977K Buy
9,283
+3,664
+65% +$359K 0.28% 89
2023
Q3 		$529K Buy
5,619
+119
+2% +$11.7K 0.18% 115
2023
Q2 		$538K Buy
5,500
+550
+11% +$50.8K 0.18% 116
2023
Q1 		$448K Sell
4,950
-570
-10% -$50.6K 0.16% 135
2022
Q4 		$468K Sell
5,520
-966
-15% -$82.4K 0.16% 129
2022
Q3 		$516K Sell
6,486
-666
-9% -$58.9K 0.21% 103
2022
Q2 		$599K Buy
7,152
+449
+7% +$40.9K 0.23% 96
2022
Q1 		$677K Hold
6,703
– – 0.22% 100
2021
Q4 		$717K Buy
6,703
+1,932
+40% +$202K 0.24% 100
2021
Q3 		$493K Sell
4,771
-201
-4% -$20.3K 0.18% 124
2021
Q2 		$481K Hold
4,972
– – 0.19% 122
2021
Q1 		$441K Buy
4,972
+435
+10% +$39K 0.19% 122
2020
Q4 		$391K Hold
4,537
– – 0.17% 129
2020
Q3 		$342K Hold
4,537
– – 0.17% 131
2020
Q2 		$315K Hold
4,537
– – 0.19% 124
2020
Q1 		$260K Hold
4,537
– – 0.19% 123
2019
Q4 		$330K Buy
4,537
+237
+6% +$16.5K 0.17% 127
2019
Q3 		$288K Sell
4,300
-780
-15% -$52.3K 0.15% 130
2019
Q2 		$338K Sell
5,080
-50
-1% -$3.28K 0.12% 156
2019
Q1 		$330K Sell
5,130
-5,360
-51% -$332K 0.19% 100
2018
Q4 		$595K Buy
+10,490
New +$645K 0.37% 66

Other funds holding ITOT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

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

Essex Savings Bank held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 19,361 shares worth $3.18M. The position accounts for 0.69% of the portfolio, ranked #31.

Essex Savings Bank first reported a position in ITOT in Q4 2018 and has held it in 31 quarters since. 1,223 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

  • Essex Savings Bank held 19,361 shares of iShares Core S&P Total US Stock Market ETF worth $3.18M as of Q2 2026.
  • Essex Savings Bank left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
  • iShares Core S&P Total US Stock Market ETF made up 0.69% of Essex Savings Bank's portfolio in Q2 2026, its #31 holding.
  • Essex Savings Bank first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,223 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

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