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 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return