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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$319K	Hold	1,440	–	–	0.13%	99
2026 Q1	$273K	Hold	1,440	–	–	0.12%	111
2025 Q4	$261K	Buy	+1,440	New	+$259K	0.11%	115
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%	-$3.19K	0.13%	118
2023 Q3	$207K	Hold	1,524	–	–	0.13%	120
2023 Q2	$230K	Buy	+1,524	New	+$206K	0.14%	117

Other funds holding IWN

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

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

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Union Savings Bank held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 1,440 shares worth $319K. The position accounts for 0.13% of the portfolio, ranked #99.

Union Savings Bank first reported a position in IWN in Q2 2023 and has held it in 12 quarters since. 1,078 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

Union Savings Bank held 1,440 shares of iShares Russell 2000 Value ETF worth $319K as of Q2 2026.
Union Savings Bank left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up 0.13% of Union Savings Bank's portfolio in Q2 2026, its #99 holding.
Union Savings Bank first reported a position in iShares Russell 2000 Value ETF in Q2 2023 and has held it in 12 quarters since.
1,078 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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