Union Savings Bank’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-472	Closed	-$183K	–	326
2025 Q4	$183K	Buy	+472	New	+$181K	0.08%	133
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%	-$60.6K	0.09%	132
2024 Q1	$234K	Sell	781 -357	-31%	-$102K	0.12%	115
2023 Q4	$312K	Sell	1,138 -968	-46%	-$247K	0.18%	107
2023 Q3	$516K	Hold	2,106	–	–	0.32%	75
2023 Q2	$555K	Buy	+2,106	New	+$506K	0.33%	70

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Union Savings Bank's IWV Position: Q1 2026 in Review

Union Savings Bank sold out of iShares Russell 3000 ETF (IWV) in Q1 2026, closing a stake of 472 shares — an estimated $183K sold.

Union Savings Bank first reported a position in IWV in Q2 2023 and held it in 10 quarters. The position peaked at $555K in Q2 2023. 868 funds tracked by Wall St. Rank hold IWV as of Q1 2026.

Union Savings Bank reported no remaining iShares Russell 3000 ETF position as of Q1 2026 after selling out during the quarter.
Union Savings Bank sold 472 iShares Russell 3000 ETF shares in Q1 2026, an estimated $183K.
Union Savings Bank first reported a position in iShares Russell 3000 ETF in Q2 2023 and held it in 10 quarters.
Union Savings Bank's iShares Russell 3000 ETF position peaked at $555K in Q2 2023.
868 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2026.

Based on Union Savings Bank's 13F filing for Q1 2026, filed 17 Apr 2026.