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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$328K	Hold	1,990	–	–	0.13%	96
2026 Q1	$290K	Hold	1,990	–	–	0.13%	106
2025 Q4	$281K	Buy	+1,990	New	+$278K	0.12%	110
2025 Q2	$277K	Hold	2,060	–	–	0.13%	111
2025 Q1	$259K	Hold	2,060	–	–	0.13%	112
2024 Q4	$266K	Sell	2,060 -40	-2%	-$5.35K	0.13%	109
2024 Q3	$278K	Sell	2,100 -32	-2%	-$4.04K	0.14%	109
2024 Q2	$257K	Hold	2,132	–	–	0.14%	113
2024 Q1	$267K	Hold	2,132	–	–	0.14%	111
2023 Q4	$248K	Sell	2,132 -25	-1%	-$2.66K	0.14%	116
2023 Q3	$225K	Hold	2,157	–	–	0.14%	117
2023 Q2	$247K	Buy	+2,157	New	+$227K	0.15%	116

Other funds holding IWS

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

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

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

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Union Savings Bank held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 1,990 shares worth $328K. The position accounts for 0.13% of the portfolio, ranked #96.

Union Savings Bank first reported a position in IWS in Q2 2023 and has held it in 12 quarters since. 1,041 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

Union Savings Bank held 1,990 shares of iShares Russell Mid-Cap Value ETF worth $328K as of Q2 2026.
Union Savings Bank left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.13% of Union Savings Bank's portfolio in Q2 2026, its #96 holding.
Union Savings Bank first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2023 and has held it in 12 quarters since.
1,041 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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