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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$209K	Buy	+1,391	New	+$209K	0.05%	296
2019 Q3	–	Sell	-688	Closed	-$43K	–	401
2019 Q2	$43K	Sell	688 -30	-4%	-$1.88K	0.02%	461
2019 Q1	$43K	Sell	718 -667	-48%	-$39.9K	0.02%	312
2018 Q4	$73K	Buy	+1,385	New	+$73K	0.05%	243