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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$312K Hold
2025
Q1
$283K Hold
2024
Q4
$294K Hold
2024
Q3
$293K Hold
2024
Q2
$270K Buy
2024
Q1
$187K Hold
2023
Q4
$173K Hold
2023
Q3
$154K Hold
2023
Q2
$168K Buy