United Bank (Georgia)’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $670K | Hold |
1,079
| – | – | 0.26% | 83 |
|
|
2025
Q1 | $606K | Buy |
1,079
+1
| +0.1% | +$562 | 0.25% | 85 |
|
|
2024
Q4 | $635K | Sell |
1,078
-1
| -0.1% | -$589 | 0.27% | 82 |
|
|
2024
Q3 | $622K | Buy |
1,079
+196
| +22% | +$113K | 0.29% | 75 |
|
|
2024
Q2 | $483K | Sell |
883
-128
| -13% | -$70K | 0.24% | 78 |
|
|
2024
Q1 | $532K | Buy |
1,011
+149
| +17% | +$78.3K | 0.27% | 78 |
|
|
2023
Q4 | $412K | Sell |
862
-1
| -0.1% | -$478 | 0.23% | 78 |
|
|
2023
Q3 | $371K | Sell |
863
-1
| -0.1% | -$429 | 0.22% | 78 |
|
|
2023
Q2 | $385K | Sell |
864
-9
| -1% | -$4.01K | 0.22% | 77 |
|
|
2023
Q1 | $359K | Sell |
873
-6
| -0.7% | -$2.47K | 0.21% | 77 |
|
|
2022
Q4 | $338K | Sell |
879
-13
| -1% | -$5K | 0.21% | 76 |
|
|
2022
Q3 | $320K | Buy |
892
+8
| +0.9% | +$2.87K | 0.21% | 77 |
|
|
2022
Q2 | $335K | Buy |
884
+1
| +0.1% | +$379 | 0.21% | 79 |
|
|
2022
Q1 | $401K | Buy |
883
+7
| +0.8% | +$3.18K | 0.21% | 80 |
|
|
2021
Q4 | $418K | Sell |
876
-7
| -0.8% | -$3.34K | 0.22% | 80 |
|
|
2021
Q3 | $380K | Buy |
883
+28
| +3% | +$12.1K | 0.24% | 76 |
|
|
2021
Q2 | $368K | Hold |
855
| – | – | 0.25% | 76 |
|
|
2021
Q1 | $340K | Sell |
855
-29
| -3% | -$11.5K | 0.24% | 75 |
|
|
2020
Q4 | $332K | Sell |
884
-1
| -0.1% | -$376 | 0.24% | 75 |
|
|
2020
Q3 | $297K | Sell |
885
-151
| -15% | -$50.7K | 0.25% | 68 |
|
|
2020
Q2 | $321K | Hold |
1,036
| – | – | 0.3% | 68 |
|
|
2020
Q1 | $268K | Buy |
1,036
+76
| +8% | +$19.7K | 0.28% | 67 |
|
|
2019
Q4 | $310K | Sell |
960
-429
| -31% | -$139K | 0.21% | 69 |
|
|
2019
Q3 | $415K | Buy |
1,389
+28
| +2% | +$8.37K | 0.31% | 68 |
|
|
2019
Q2 | $401K | Buy |
1,361
+196
| +17% | +$57.7K | 0.31% | 66 |
|
|
2019
Q1 | $332K | Buy |
1,165
+35
| +3% | +$9.97K | 0.26% | 67 |
|
|
2018
Q4 | $284K | Buy |
+1,130
| New | +$284K | 0.26% | 67 |
|