Union Savings Bank’s iShares Russell 3000 ETF IWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207K | Hold |
578
| – | – | 0.1% | 126 |
|
|
2025
Q1 | $184K | Hold |
578
| – | – | 0.09% | 128 |
|
|
2024
Q4 | $193K | Hold |
578
| – | – | 0.1% | 129 |
|
|
2024
Q3 | $189K | Hold |
578
| – | – | 0.09% | 132 |
|
|
2024
Q2 | $178K | Sell |
578
-203
| -26% | -$62.7K | 0.09% | 132 |
|
|
2024
Q1 | $234K | Sell |
781
-357
| -31% | -$107K | 0.12% | 115 |
|
|
2023
Q4 | $312K | Sell |
1,138
-968
| -46% | -$265K | 0.18% | 107 |
|
|
2023
Q3 | $516K | Hold |
2,106
| – | – | 0.32% | 75 |
|
|
2023
Q2 | $555K | Buy |
+2,106
| New | +$555K | 0.33% | 70 |
|