Union Savings Bank’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$18.6K | 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% | -$104K | 0.06% | 172 |
|
|
2023
Q3 | $188K | Hold |
1,238
| – | – | 0.12% | 126 |
|
|
2023
Q2 | $202K | Buy |
+1,238
| New | +$202K | 0.12% | 123 |
|