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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
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

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TWIM
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DADC
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TCIIS
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VNIM
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