Union Savings Bank’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $137K | Hold |
971
| – | – | 0.06% | 150 |
|
|
2025
Q1 | $114K | Sell |
971
-13
| -1% | -$1.53K | 0.06% | 165 |
|
|
2024
Q4 | $125K | Sell |
984
-46
| -4% | -$5.83K | 0.06% | 155 |
|
|
2024
Q3 | $121K | Sell |
1,030
-62
| -6% | -$7.27K | 0.06% | 164 |
|
|
2024
Q2 | $120K | Hold |
1,092
| – | – | 0.06% | 161 |
|
|
2024
Q1 | $125K | Hold |
1,092
| – | – | 0.07% | 161 |
|
|
2023
Q4 | $114K | Hold |
1,092
| – | – | 0.06% | 164 |
|
|
2023
Q3 | $99.7K | Sell |
1,092
-54
| -5% | -$4.93K | 0.06% | 169 |
|
|
2023
Q2 | $114K | Buy |
+1,146
| New | +$114K | 0.07% | 160 |
|