United Bank (Georgia)’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $722K | Hold |
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|
2025
Q2 | $670K | Hold |
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|
2025
Q1 | $606K | Buy |
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|
2024
Q4 | $635K | Sell |
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|
2024
Q3 | $622K | Buy |
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|
2024
Q2 | $483K | Sell |
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|
2024
Q1 | $532K | Buy |
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|
2023
Q4 | $412K | Sell |
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|
2023
Q3 | $371K | Sell |
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|
2023
Q2 | $385K | Sell |
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|
2023
Q1 | $359K | Sell |
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|
2022
Q4 | $338K | Sell |
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|
2022
Q3 | $320K | Buy |
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|
2022
Q2 | $335K | Buy |
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|
2022
Q1 | $401K | Buy |
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|
2021
Q4 | $418K | Sell |
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|
2021
Q3 | $380K | Buy |
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|
2021
Q2 | $368K | Hold |
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|
2021
Q1 | $340K | Sell |
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|
2020
Q4 | $332K | Sell |
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|
2020
Q3 | $297K | Sell |
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|
2020
Q2 | $321K | Hold |
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|
2020
Q1 | $268K | Buy |
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|
2019
Q4 | $310K | Sell |
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|
2019
Q3 | $415K | Buy |
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|
2019
Q2 | $401K | Buy |
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|
2019
Q1 | $332K | Buy |
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|
2018
Q4 | $284K | Buy |
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