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Union Savings Bank’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Union Savings Bank’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$102K Hold
795
– – 0.04% 171
2025
Q4 		$109K Buy
+795
New +$111K 0.05% 174
2025
Q2 		$137K Hold
971
– – 0.06% 150
2025
Q1 		$114K Sell
971
-13
-1% -$1.67K 0.06% 165
2024
Q4 		$125K Sell
984
-46
-4% -$5.85K 0.06% 155
2024
Q3 		$121K Sell
1,030
-62
-6% -$6.93K 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% -$5.16K 0.06% 169
2023
Q2 		$114K Buy
+1,146
New +$104K 0.07% 160

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