Union Savings Bank’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.72M | Buy |
21,522
+32
| +0.1% | +$7.02K | 2.17% | 7 |
|
|
2025
Q1 | $4.29M | Buy |
21,490
+189
| +0.9% | +$37.7K | 2.1% | 8 |
|
|
2024
Q4 | $4.71M | Sell |
21,301
-78
| -0.4% | -$17.2K | 2.31% | 8 |
|
|
2024
Q3 | $4.72M | Sell |
21,379
-552
| -3% | -$122K | 2.31% | 8 |
|
|
2024
Q2 | $4.45M | Buy |
21,931
+130
| +0.6% | +$26.4K | 2.34% | 8 |
|
|
2024
Q1 | $4.58M | Sell |
21,801
-80
| -0.4% | -$16.8K | 2.4% | 7 |
|
|
2023
Q4 | $4.39M | Sell |
21,881
-925
| -4% | -$186K | 2.49% | 8 |
|
|
2023
Q3 | $4.03M | Buy |
22,806
+20
| +0.1% | +$3.54K | 2.51% | 7 |
|
|
2023
Q2 | $4.53M | Buy |
+22,786
| New | +$4.53M | 2.7% | 7 |
|