Union Savings Bank’s iShares Russell 1000 ETF IWB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$439K Hold
2025
Q1
$387K Hold
2024
Q4
$407K Hold
2024
Q3
$397K Sell
2024
Q2
$400K Hold
2024
Q1
$387K Hold
2023
Q4
$352K Hold
2023
Q3
$316K Hold
2023
Q2
$339K Buy