Union Savings Bank’s iShares Russell 1000 Growth ETF IWF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $972K | Sell |
2,208
-264
| -11% | -$116K | 0.45% | 44 |
|
|
2025
Q1 | $893K | Hold |
2,472
| – | – | 0.44% | 46 |
|
|
2024
Q4 | $993K | Buy |
2,472
+48
| +2% | +$19.3K | 0.49% | 43 |
|
|
2024
Q3 | $910K | Hold |
2,424
| – | – | 0.45% | 53 |
|
|
2024
Q2 | $884K | Sell |
2,424
-104
| -4% | -$37.9K | 0.46% | 49 |
|
|
2024
Q1 | $852K | Hold |
2,528
| – | – | 0.45% | 50 |
|
|
2023
Q4 | $766K | Sell |
2,528
-66
| -3% | -$20K | 0.43% | 56 |
|
|
2023
Q3 | $690K | Sell |
2,594
-12
| -0.5% | -$3.19K | 0.43% | 60 |
|
|
2023
Q2 | $742K | Buy |
+2,606
| New | +$742K | 0.44% | 58 |
|