Union Savings Bank’s iShares S&P 500 Growth ETF IVW Stock Holding History

Union Savings Bank’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.4M	Hold	10,170	–	–	0.56%	29
2026 Q1	$1.15M	Sell	10,170 -49	-0.5%	-$5.89K	0.5%	34
2025 Q4	$1.26M	Buy	+10,219	New	+$1.25M	0.55%	33
2025 Q2	$1.32M	Sell	11,568 -567	-5%	-$56.1K	0.61%	30
2025 Q1	$1.13M	Sell	12,135 -49	-0.4%	-$4.94K	0.55%	35
2024 Q4	$1.24M	Sell	12,184 -591	-5%	-$59K	0.61%	35
2024 Q3	$1.22M	Sell	12,775 -64	-0.5%	-$5.91K	0.6%	36
2024 Q2	$1.19M	Sell	12,839 -11	-0.1%	-$948	0.62%	30
2024 Q1	$1.09M	Sell	12,850 -109	-0.8%	-$8.76K	0.57%	37
2023 Q4	$973K	Hold	12,959	–	–	0.55%	45
2023 Q3	$887K	Sell	12,959 -116	-0.9%	-$8.21K	0.55%	48
2023 Q2	$950K	Buy	+13,075	New	+$864K	0.57%	48

Other funds holding IVW

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Union Savings Bank's IVW Position: Q2 2026 in Review

Union Savings Bank held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 10,170 shares worth $1.4M. The position accounts for 0.56% of the portfolio, ranked #29.

Union Savings Bank first reported a position in IVW in Q2 2023 and has held it in 12 quarters since. 1,457 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

Union Savings Bank held 10,170 shares of iShares S&P 500 Growth ETF worth $1.4M as of Q2 2026.
Union Savings Bank left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.56% of Union Savings Bank's portfolio in Q2 2026, its #29 holding.
Union Savings Bank first reported a position in iShares S&P 500 Growth ETF in Q2 2023 and has held it in 12 quarters since.
1,457 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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