Union Savings Bank’s iShares Russell 2000 Value ETF IWN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Hold |
1,501
| – | – | 0.11% | 115 |
|
|
2025
Q1 | $227K | Hold |
1,501
| – | – | 0.11% | 118 |
|
|
2024
Q4 | $246K | Hold |
1,501
| – | – | 0.12% | 112 |
|
|
2024
Q3 | $250K | Hold |
1,501
| – | – | 0.12% | 114 |
|
|
2024
Q2 | $229K | Hold |
1,501
| – | – | 0.12% | 117 |
|
|
2024
Q1 | $238K | Hold |
1,501
| – | – | 0.12% | 114 |
|
|
2023
Q4 | $233K | Sell |
1,501
-23
| -2% | -$3.57K | 0.13% | 118 |
|
|
2023
Q3 | $207K | Hold |
1,524
| – | – | 0.13% | 120 |
|
|
2023
Q2 | $230K | Buy |
+1,524
| New | +$230K | 0.14% | 117 |
|