Union Savings Bank’s iShares Russell 2000 Growth ETF IWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$178K	Hold	451	–	–	0.07%	135
2026 Q1	$142K	Hold	451	–	–	0.06%	150
2025 Q4	$146K	Buy	+451	New	+$147K	0.06%	149
2025 Q2	$71.1K	Hold	245	–	–	0.03%	198
2025 Q1	$62.6K	Sell	245 -6	-2%	-$1.69K	0.03%	209
2024 Q4	$72.2K	Sell	251 -38	-13%	-$11.2K	0.04%	200
2024 Q3	$82.1K	Sell	289 -14	-5%	-$3.83K	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	+$69.5K	0.05%	189

Other funds holding IWO

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

DADC

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

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

Union Savings Bank held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 451 shares worth $178K. The position accounts for 0.07% of the portfolio, ranked #135.

Union Savings Bank first reported a position in IWO in Q2 2023 and has held it in 12 quarters since. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Union Savings Bank held 451 shares of iShares Russell 2000 Growth ETF worth $178K as of Q2 2026.
Union Savings Bank left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.07% of Union Savings Bank's portfolio in Q2 2026, its #135 holding.
Union Savings Bank first reported a position in iShares Russell 2000 Growth ETF in Q2 2023 and has held it in 12 quarters since.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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