United Bank (Georgia)’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.11M | Sell |
45,186
-2,416
| -5% | -$291K | 1.7% | 16 |
|
|
2025
Q4 | $5.87M | Sell |
47,602
-2,582
| -5% | -$316K | 1.99% | 12 |
|
|
2025
Q3 | $6.06M | Sell |
50,184
-1,912
| -4% | -$220K | 2.11% | 12 |
|
|
2025
Q2 | $5.74M | Buy |
52,096
+2,280
| +5% | +$226K | 2.19% | 13 |
|
|
2025
Q1 | $4.62M | Buy |
49,816
+3,694
| +8% | +$372K | 1.91% | 16 |
|
|
2024
Q4 | $4.68M | Sell |
46,122
-1,006
| -2% | -$100K | 1.98% | 15 |
|
|
2024
Q3 | $4.51M | Sell |
47,128
-362
| -0.8% | -$33.4K | 2.08% | 16 |
|
|
2024
Q2 | $4.39M | Sell |
47,490
-1,626
| -3% | -$140K | 2.19% | 13 |
|
|
2024
Q1 | $4.15M | Buy |
49,116
+960
| +2% | +$77.1K | 2.11% | 12 |
|
|
2023
Q4 | $3.62M | Sell |
48,156
-173
| -0.4% | -$12.3K | 2% | 15 |
|
|
2023
Q3 | $3.31M | Sell |
48,329
-3,600
| -7% | -$255K | 1.98% | 15 |
|
|
2023
Q2 | $3.66M | Sell |
51,929
-3,301
| -6% | -$218K | 2.08% | 15 |
|
|
2023
Q1 | $3.53M | Sell |
55,230
-2,120
| -4% | -$130K | 2.07% | 13 |
|
|
2022
Q4 | $3.35M | Sell |
57,350
-24
| -0% | -$1.44K | 2.06% | 14 |
|
|
2022
Q3 | $3.32M | Buy |
57,374
+285
| +0.5% | +$18.5K | 2.21% | 12 |
|
|
2022
Q2 | $3.44M | Buy |
57,089
+2,510
| +5% | +$166K | 2.14% | 12 |
|
|
2022
Q1 | $4.17M | Buy |
54,579
+3,690
| +7% | +$277K | 2.21% | 12 |
|
|
2021
Q4 | $4.26M | Buy |
50,889
+3,549
| +7% | +$286K | 2.28% | 11 |
|
|
2021
Q3 | $3.5M | Sell |
47,340
-1,906
| -4% | -$145K | 2.22% | 14 |
|
|
2021
Q2 | $3.58M | Sell |
49,246
-340
| -0.7% | -$23.5K | 2.41% | 12 |
|
|
2021
Q1 | $3.23M | Sell |
49,586
-591
| -1% | -$38.2K | 2.27% | 13 |
|
|
2020
Q4 | $3.2M | Sell |
50,177
-983
| -2% | -$59.6K | 2.29% | 13 |
|
|
2020
Q3 | $2.96M | Sell |
51,160
-628
| -1% | -$35.5K | 2.47% | 10 |
|
|
2020
Q2 | $2.69M | Sell |
51,788
-6,372
| -11% | -$305K | 2.53% | 10 |
|
|
2020
Q1 | $2.4M | Sell |
58,160
-552
| -0.9% | -$26.1K | 2.48% | 9 |
|
|
2019
Q4 | $2.84M | Buy |
58,712
+3,336
| +6% | +$155K | 1.92% | 14 |
|
|
2019
Q3 | $2.49M | Sell |
55,376
-736
| -1% | -$33.3K | 1.85% | 14 |
|
|
2019
Q2 | $2.51M | Sell |
56,112
-3,148
| -5% | -$138K | 1.97% | 14 |
|
|
2019
Q1 | $2.55M | Sell |
59,260
-1,464
| -2% | -$60K | 2.03% | 14 |
|
|
2018
Q4 | $2.29M | Sell |
60,724
-1,308
| -2% | -$52.9K | 2.11% | 12 |
|
|
2018
Q3 | $2.75M | Sell |
62,032
-3,028
| -5% | -$130K | 2.17% | 11 |
|
|
2018
Q2 | $2.65M | Sell |
65,060
-4,160
| -6% | -$167K | 2.28% | 10 |
|
|
2018
Q1 | $2.68M | Sell |
69,220
-6,316
| -8% | -$252K | 2.44% | 8 |
|
|
2017
Q4 | $2.88M | Sell |
75,536
-5,700
| -7% | -$213K | 2.47% | 8 |
|
|
2017
Q3 | $2.91M | Sell |
81,236
-3,752
| -4% | -$132K | 2.73% | 5 |
|
|
2017
Q2 | $2.91M | Sell |
84,988
-8,968
| -10% | -$304K | 2.7% | 6 |
|
|
2017
Q1 | $3.09M | Sell |
93,956
-7,516
| -7% | -$241K | 2.94% | 4 |
|
|
2016
Q4 | $3.09M | Buy |
+101,472
| New | +$3.07M | 3.15% | 6 |
|
Other funds holding IVW
