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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$277K Hold
2025
Q1
$259K Hold
2024
Q4
$266K Sell
2024
Q3
$278K Sell
2024
Q2
$257K Hold
2024
Q1
$267K Hold
2023
Q4
$248K Sell
2023
Q3
$225K Hold
2023
Q2
$247K Buy