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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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
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
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. 870 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.
  • 870 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.