Union Savings Bank’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$25.5K | 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 | +$339K | 0.2% | 99 |
|