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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$623K	Hold	5,647	–	–	0.25%	67
2026 Q1	$549K	Hold	5,647	–	–	0.24%	75
2025 Q4	$544K	Buy	+5,647	New	+$543K	0.24%	73
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%	+$90.3K	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	+$154K	0.1%	134

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Union Savings Bank held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 5,647 shares worth $623K. The position accounts for 0.25% of the portfolio, ranked #67.

Union Savings Bank first reported a position in IWR in Q2 2023 and has held it in 12 quarters since. 1,593 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Union Savings Bank held 5,647 shares of iShares Russell Mid-Cap ETF worth $623K as of Q2 2026.
Union Savings Bank left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.25% of Union Savings Bank's portfolio in Q2 2026, its #67 holding.
Union Savings Bank first reported a position in iShares Russell Mid-Cap ETF in Q2 2023 and has held it in 12 quarters since.
1,593 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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