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
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