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iShares S&P SmallCap 600 Index shares owned by Union Savings Bank

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Union Savings Bank from 13F filings

Historical chart of Union Savings Bank investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Union Savings Bank consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Union Savings Bank

Quarter filed Position value Share count Share price at filing
2025-06-30 $3.0M 27k 110.28
2025-03-31 $2.7M 26k 104.57
2024-12-31 $3.3M 28k 115.22
2024-09-30 $3.4M 29k 116.96
2024-06-30 $3.1M 29k 106.66
2024-03-31 $3.3M 30k 110.52
2023-12-31 $3.3M 30k 108.25
2023-09-30 $3.0M 32k 94.33
2023-06-30 $3.4M 32k 105.16

More positions owned by Union Savings Bank

Invesco S&p 500 Quality Etf Etf - Large Cap (SPHQ)
Berkshire Hathaway Common Stock (BRK.A)
Spdr S&p 500 Etf Trust Etf - Large Cap (SPY)
Ishares Core S&p Mid-cap Etf Etf - Mid Cap (IJH)
Microsoft Corp Common Stock (MSFT)
Vanguard High Dividend Yield Etf Etf - Large Cap (VYM)
Ishares Russell 2000 Index Etf - Small Cap (IWM)
Apple Incorporated Common Stock (AAPL)
Spdr S&p Midcap 400 Etf Tr Etf - Mid Cap (MDY)
Etf Ishs Inter Govt Cr Bd Etf - Interm (GVI)
Exxon Mobil Corp Common Stock (XOM)
J P Morgan Chase & Co Common Stock (JPM)
Alphabet Common Stock (GOOGL)
Ishares Core S&p Small-cap Etf Etf - Small Cap (IJR)
Nvidia Corp Common Stock (NVDA)

View all positions for Union Savings Bank

Top funds holding iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
FMR
Morgan Stanley
LPL Financial
Wells Fargo & Company
Jones Financial Companies, L.L
Envestnet Asset Management
Raymond James Financial
Bank of New York Mellon
UBS Group
Northern Trust
BlackRock
Pnc Financial Services
Financial Engines Advisors L.L.C
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index