United Bank (Virginia)’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $221K | Buy |
+650
| New | +$221K | 0.03% | 128 |
|
2025
Q1 | – | Sell |
-650
| Closed | -$209K | – | 142 |
|
2024
Q4 | $209K | Hold |
650
| – | – | 0.03% | 124 |
|
2024
Q3 | $204K | Buy |
+650
| New | +$204K | 0.02% | 133 |
|
2023
Q3 | – | Sell |
-825
| Closed | -$201K | – | 150 |
|
2023
Q2 | $201K | Buy |
+825
| New | +$201K | 0.02% | 145 |
|
2022
Q2 | – | Sell |
-825
| Closed | -$206K | – | 157 |
|
2022
Q1 | $206K | Hold |
825
| – | – | 0.03% | 155 |
|
2021
Q4 | $218K | Buy |
+825
| New | +$218K | 0.03% | 159 |
|
2021
Q2 | – | Sell |
-14,139
| Closed | -$3.17M | – | 176 |
|
2021
Q1 | $3.17M | Hold |
14,139
| – | – | 0.43% | 40 |
|
2020
Q4 | $3M | Buy |
+14,139
| New | +$3M | 0.45% | 41 |
|