Union Savings Bank’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
|
|||||
|
2025
Q4 | $183K | Buy |
|
|||||
|
2025
Q2 | $207K | Hold |
|
|||||
|
2025
Q1 | $184K | Hold |
|
|||||
|
2024
Q4 | $193K | Hold |
|
|||||
|
2024
Q3 | $189K | Hold |
|
|||||
|
2024
Q2 | $178K | Sell |
|
|||||
|
2024
Q1 | $234K | Sell |
|
|||||
|
2023
Q4 | $312K | Sell |
|
|||||
|
2023
Q3 | $516K | Hold |
|
|||||
|
2023
Q2 | $555K | Buy |
|