UNION SAVINGS BANK IWM Holdings History

Number of Shares
21,490.00
Current Holdings Value*
$4.29 Mil
% of Portfolio
2.1%
Total Estimate Gain
$822,690.77
% of Total Estimate Gain
19.94%

UNION SAVINGS BANK's iShares Russell 2000 ETF Holding Summary

As of 2025-03-31, UNION SAVINGS BANK held 21,490.00 shares of iShares Russell 2000 ETF(IWM), totaling $4.29 Mil. This investment constitutes 2.1% of their stock portfolio, and UNION SAVINGS BANK now holds 0.01% of the outstanding iShares Russell 2000 ETF(IWM) stock.

The initial trade took place in 2023Q2. And since then UNION SAVINGS BANK has made 3 purchases of IWM, at an average price of $178.40, for a total of 23,125.00 shares. In addition, there have been 4 sales at an average price of $194.25 for 1,635.00 shares. Based on historical transaction data and IWM's current price of $215.48, UNION SAVINGS BANK's estimated gain on his IWM holdings is $822,690.77, reflecting a 19.94% gain to date.

UNION SAVINGS BANK IWM ($215.48) Holding Chart

UNION SAVINGS BANK IWM ($215.48) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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