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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$927K	Sell	7,468 -868	-10%	-$105K	0.37%	51
2026 Q1	$889K	Sell	8,336 -440	-5%	-$49.9K	0.39%	48
2025 Q4	$1.04M	Buy	+8,776	New	+$1.04M	0.45%	42
2025 Q2	$972K	Sell	8,832 -1,056	-11%	-$101K	0.45%	44
2025 Q1	$893K	Hold	9,888	–	–	0.44%	46
2024 Q4	$993K	Buy	9,888 +192	+2%	+$18.9K	0.49%	43
2024 Q3	$910K	Hold	9,696	–	–	0.45%	53
2024 Q2	$884K	Sell	9,696 -416	-4%	-$35.5K	0.46%	49
2024 Q1	$852K	Hold	10,112	–	–	0.45%	50
2023 Q4	$766K	Sell	10,112 -264	-3%	-$18.7K	0.43%	56
2023 Q3	$690K	Sell	10,376 -48	-0.5%	-$3.31K	0.43%	60
2023 Q2	$742K	Buy	+10,424	New	+$663K	0.44%	58

Other funds holding IWF

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

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

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

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Union Savings Bank reduced its iShares Russell 1000 Growth ETF (IWF) stake by 10% in Q2 2026, selling an estimated $105K and leaving 7,468 shares worth $927K. The position accounts for 0.37% of the portfolio, ranked #51.

Union Savings Bank first reported a position in IWF in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.04M in Q4 2025. 2,499 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Union Savings Bank held 7,468 shares of iShares Russell 1000 Growth ETF worth $927K as of Q2 2026.
Union Savings Bank sold 868 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $105K.
iShares Russell 1000 Growth ETF made up 0.37% of Union Savings Bank's portfolio in Q2 2026, its #51 holding.
Union Savings Bank first reported a position in iShares Russell 1000 Growth ETF in Q2 2023 and has held it in 12 quarters since.
Union Savings Bank's iShares Russell 1000 Growth ETF position peaked at $1.04M in Q4 2025.
2,499 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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