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 Q2	$116K	Hold	795	–	–	0.05%	164
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

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

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

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

Union Savings Bank held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 795 shares worth $116K. The position accounts for 0.05% of the portfolio, ranked #164.

Union Savings Bank first reported a position in IWP in Q2 2023 and has held it in 12 quarters since. The position peaked at $137K in Q2 2025. 1,217 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Union Savings Bank held 795 shares of iShares Russell Mid-Cap Growth ETF worth $116K as of Q2 2026.
Union Savings Bank left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.05% of Union Savings Bank's portfolio in Q2 2026, its #164 holding.
Union Savings Bank first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2023 and has held it in 12 quarters since.
Union Savings Bank's iShares Russell Mid-Cap Growth ETF position peaked at $137K in Q2 2025.
1,217 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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