Essex Savings Bank’s iShares Core S&P US Growth ETF IUSG Stock Holding History

Essex Savings Bank’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
2025 Q4	–	Sell	-1,371	Closed	-$226K	–	321
2025 Q3	$226K	Sell	1,371 -20	-1%	-$3.14K	0.05%	283
2025 Q2	$209K	Buy	+1,391	New	+$189K	0.05%	296
2019 Q3	–	Sell	-688	Closed	-$43K	–	401
2019 Q2	$43K	Sell	688 -30	-4%	-$1.85K	0.02%	461
2019 Q1	$43K	Sell	718 -667	-48%	-$38.3K	0.02%	312
2018 Q4	$73K	Buy	+1,385	New	+$78.5K	0.05%	243

Other funds holding IUSG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

Essex Savings Bank's IUSG Position: Q4 2025 in Review

Essex Savings Bank sold out of iShares Core S&P US Growth ETF (IUSG) in Q4 2025, closing a stake of 1,371 shares — an estimated $226K sold.

Essex Savings Bank first reported a position in IUSG in Q4 2018 and held it in 5 quarters. The position peaked at $226K in Q3 2025. 879 funds tracked by Wall St. Rank hold IUSG as of Q4 2025.

Essex Savings Bank reported no remaining iShares Core S&P US Growth ETF position as of Q4 2025 after selling out during the quarter.
Essex Savings Bank sold 1,371 iShares Core S&P US Growth ETF shares in Q4 2025, an estimated $226K.
Essex Savings Bank first reported a position in iShares Core S&P US Growth ETF in Q4 2018 and held it in 5 quarters.
Essex Savings Bank's iShares Core S&P US Growth ETF position peaked at $226K in Q3 2025.
879 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q4 2025.

Based on Essex Savings Bank's 13F filing for Q4 2025, filed 2 Feb 2026.