Union Savings Bank’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$5.17K | 0.13% | 109 |
|
|
2024
Q3 | $278K | Sell |
2,100
-32
| -2% | -$4.23K | 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% | -$2.91K | 0.14% | 116 |
|
|
2023
Q3 | $225K | Hold |
2,157
| – | – | 0.14% | 117 |
|
|
2023
Q2 | $247K | Buy |
+2,157
| New | +$247K | 0.15% | 116 |
|