United Bank (Virginia)’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
Q2 | $618K | Hold |
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|
2025
Q1 | $560K | Hold |
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|
2024
Q4 | $586K | Hold |
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|
2024
Q3 | $575K | Hold |
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|
2024
Q2 | $545K | Sell |
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|
2024
Q1 | $539K | Hold |
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|
2023
Q4 | $490K | Hold |
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|
2023
Q3 | $441K | Hold |
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|
2023
Q2 | $457K | Hold |
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|
2023
Q1 | $422K | Hold |
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|
2022
Q4 | $394K | Sell |
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|
2022
Q3 | $461K | Sell |
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|
2022
Q2 | $568K | Buy |
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|
2022
Q1 | $452K | Hold |
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|
2021
Q4 | $475K | Buy |
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