Union Savings Bank’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.1K | Hold |
245
| – | – | 0.03% | 198 |
|
|
2025
Q1 | $62.6K | Sell |
245
-6
| -2% | -$1.53K | 0.03% | 209 |
|
|
2024
Q4 | $72.2K | Sell |
251
-38
| -13% | -$10.9K | 0.04% | 200 |
|
|
2024
Q3 | $82.1K | Sell |
289
-14
| -5% | -$3.98K | 0.04% | 197 |
|
|
2024
Q2 | $79.5K | Hold |
303
| – | – | 0.04% | 194 |
|
|
2024
Q1 | $82K | Hold |
303
| – | – | 0.04% | 192 |
|
|
2023
Q4 | $76.4K | Hold |
303
| – | – | 0.04% | 191 |
|
|
2023
Q3 | $67.9K | Hold |
303
| – | – | 0.04% | 193 |
|
|
2023
Q2 | $77K | Buy |
+303
| New | +$77K | 0.05% | 189 |
|