United Bank (Virginia)’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 | $618K | Hold |
996
| – | – | 0.07% | 88 |
|
|
2025
Q1 | $560K | Hold |
996
| – | – | 0.07% | 93 |
|
|
2024
Q4 | $586K | Hold |
996
| – | – | 0.07% | 85 |
|
|
2024
Q3 | $575K | Hold |
996
| – | – | 0.07% | 91 |
|
|
2024
Q2 | $545K | Sell |
996
-30
| -3% | -$16.4K | 0.07% | 90 |
|
|
2024
Q1 | $539K | Hold |
1,026
| – | – | 0.06% | 90 |
|
|
2023
Q4 | $490K | Hold |
1,026
| – | – | 0.06% | 96 |
|
|
2023
Q3 | $441K | Hold |
1,026
| – | – | 0.06% | 100 |
|
|
2023
Q2 | $457K | Hold |
1,026
| – | – | 0.06% | 102 |
|
|
2023
Q1 | $422K | Hold |
1,026
| – | – | 0.05% | 109 |
|
|
2022
Q4 | $394K | Sell |
1,026
-259
| -20% | -$99.5K | 0.06% | 109 |
|
|
2022
Q3 | $461K | Sell |
1,285
-214
| -14% | -$76.8K | 0.07% | 102 |
|
|
2022
Q2 | $568K | Buy |
1,499
+503
| +51% | +$191K | 0.09% | 92 |
|
|
2022
Q1 | $452K | Hold |
996
| – | – | 0.06% | 110 |
|
|
2021
Q4 | $475K | Buy |
+996
| New | +$475K | 0.06% | 114 |
|