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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$172K	Hold	708	–	–	0.07%	137
2026 Q1	$151K	Hold	708	–	–	0.07%	145
2025 Q4	$149K	Buy	+708	New	+$146K	0.06%	146
2025 Q2	$138K	Hold	708	–	–	0.06%	147
2025 Q1	$133K	Hold	708	–	–	0.07%	149
2024 Q4	$131K	Hold	708	–	–	0.06%	152
2024 Q3	$134K	Buy	708 +98	+16%	+$17.9K	0.07%	153
2024 Q2	$106K	Hold	610	–	–	0.06%	171
2024 Q1	$109K	Hold	610	–	–	0.06%	170
2023 Q4	$101K	Sell	610 -628	-51%	-$97K	0.06%	172
2023 Q3	$188K	Hold	1,238	–	–	0.12%	126
2023 Q2	$202K	Buy	+1,238	New	+$189K	0.12%	123

Other funds holding IWD

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

Union Savings Bank held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 708 shares worth $172K. The position accounts for 0.07% of the portfolio, ranked #137.

Union Savings Bank first reported a position in IWD in Q2 2023 and has held it in 12 quarters since. The position peaked at $202K in Q2 2023. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Union Savings Bank held 708 shares of iShares Russell 1000 Value ETF worth $172K as of Q2 2026.
Union Savings Bank left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.07% of Union Savings Bank's portfolio in Q2 2026, its #137 holding.
Union Savings Bank first reported a position in iShares Russell 1000 Value ETF in Q2 2023 and has held it in 12 quarters since.
Union Savings Bank's iShares Russell 1000 Value ETF position peaked at $202K in Q2 2023.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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