Union Savings Bank’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.6M	Buy	25,308 +818	+3%	+$230K	3.05%	5
2026 Q1	$6.07M	Buy	24,490 +191	+0.8%	+$49.3K	2.66%	5
2025 Q4	$5.98M	Buy	+24,299	New	+$5.97M	2.59%	6
2025 Q2	$4.72M	Buy	21,522 +32	+0.1%	+$6.44K	2.17%	7
2025 Q1	$4.29M	Buy	21,490 +189	+0.9%	+$41K	2.1%	8
2024 Q4	$4.71M	Sell	21,301 -78	-0.4%	-$17.8K	2.31%	8
2024 Q3	$4.72M	Sell	21,379 -552	-3%	-$118K	2.31%	8
2024 Q2	$4.45M	Buy	21,931 +130	+0.6%	+$26.3K	2.34%	8
2024 Q1	$4.58M	Sell	21,801 -80	-0.4%	-$16K	2.4%	7
2023 Q4	$4.39M	Sell	21,881 -925	-4%	-$166K	2.49%	8
2023 Q3	$4.03M	Buy	22,806 +20	+0.1%	+$3.75K	2.51%	7
2023 Q2	$4.53M	Buy	+22,786	New	+$4.06M	2.7%	7

Other funds holding IWM

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Union Savings Bank increased its iShares Russell 2000 ETF (IWM) stake by 3.3% in Q2 2026, buying an estimated $230K and bringing the position to 25,308 shares worth $7.6M. The position accounts for 3.05% of the portfolio, ranked #5.

Union Savings Bank first reported a position in IWM in Q2 2023 and has held it in 12 quarters since. 2,725 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Union Savings Bank held 25,308 shares of iShares Russell 2000 ETF worth $7.6M as of Q2 2026.
Union Savings Bank bought 818 iShares Russell 2000 ETF shares in Q2 2026, an estimated $230K.
iShares Russell 2000 ETF made up 3.05% of Union Savings Bank's portfolio in Q2 2026, its #5 holding.
Union Savings Bank first reported a position in iShares Russell 2000 ETF in Q2 2023 and has held it in 12 quarters since.
2,725 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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