Union Savings Bank’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $312K | Hold |
3,329
| – | – | 0.14% | 105 |
|
|
2025
Q1 | $283K | Hold |
3,329
| – | – | 0.14% | 107 |
|
|
2024
Q4 | $294K | Hold |
3,329
| – | – | 0.14% | 105 |
|
|
2024
Q3 | $293K | Hold |
3,329
| – | – | 0.14% | 108 |
|
|
2024
Q2 | $270K | Buy |
3,329
+1,109
| +50% | +$89.9K | 0.14% | 108 |
|
|
2024
Q1 | $187K | Hold |
2,220
| – | – | 0.1% | 127 |
|
|
2023
Q4 | $173K | Hold |
2,220
| – | – | 0.1% | 132 |
|
|
2023
Q3 | $154K | Hold |
2,220
| – | – | 0.1% | 136 |
|
|
2023
Q2 | $168K | Buy |
+2,220
| New | +$168K | 0.1% | 134 |
|