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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$517K	Hold	1,263	–	–	0.21%	81
2026 Q1	$450K	Hold	1,263	–	–	0.2%	85
2025 Q4	$472K	Buy	+1,263	New	+$468K	0.2%	83
2025 Q2	$439K	Hold	1,263	–	–	0.2%	81
2025 Q1	$387K	Hold	1,263	–	–	0.19%	90
2024 Q4	$407K	Hold	1,263	–	–	0.2%	89
2024 Q3	$397K	Sell	1,263 -81	-6%	-$24.5K	0.19%	95
2024 Q2	$400K	Hold	1,344	–	–	0.21%	93
2024 Q1	$387K	Hold	1,344	–	–	0.2%	94
2023 Q4	$352K	Hold	1,344	–	–	0.2%	98
2023 Q3	$316K	Hold	1,344	–	–	0.2%	100
2023 Q2	$339K	Buy	+1,344	New	+$310K	0.2%	99

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Union Savings Bank held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 1,263 shares worth $517K. The position accounts for 0.21% of the portfolio, ranked #81.

Union Savings Bank first reported a position in IWB in Q2 2023 and has held it in 12 quarters since. 1,546 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Union Savings Bank held 1,263 shares of iShares Russell 1000 ETF worth $517K as of Q2 2026.
Union Savings Bank left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.21% of Union Savings Bank's portfolio in Q2 2026, its #81 holding.
Union Savings Bank first reported a position in iShares Russell 1000 ETF in Q2 2023 and has held it in 12 quarters since.
1,546 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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