United Bank (Virginia)’s iShares Russell 2000 ETF IWM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,786	Closed	-$615K	–	139
2024 Q3	$615K	Sell	2,786 -5	-0.2%	-$1.07K	0.07%	88
2024 Q2	$566K	Buy	2,791 +50	+2%	+$10.1K	0.07%	87
2024 Q1	$576K	Hold	2,741	–	–	0.07%	89
2023 Q4	$550K	Hold	2,741	–	–	0.07%	91
2023 Q3	$484K	Sell	2,741 -2	-0.1%	-$375	0.06%	96
2023 Q2	$514K	Buy	2,743 +2	+0.1%	+$357	0.06%	98
2023 Q1	$489K	Sell	2,741 -400	-13%	-$73.6K	0.06%	102
2022 Q4	$548K	Hold	3,141	–	–	0.08%	94
2022 Q3	$518K	Sell	3,141 -983	-24%	-$179K	0.08%	95
2022 Q2	$698K	Buy	4,124 +398	+11%	+$73.4K	0.1%	83
2022 Q1	$765K	Hold	3,726	–	–	0.1%	84
2021 Q4	$829K	Hold	3,726	–	–	0.1%	91
2021 Q3	$815K	Hold	3,726	–	–	0.11%	87
2021 Q2	$855K	Sell	3,726 -3,866	-51%	-$869K	0.12%	84
2021 Q1	$1.68M	Hold	7,592	–	–	0.23%	61
2020 Q4	$1.49M	Buy	7,592 +3,696	+95%	+$647K	0.22%	62
2020 Q3	$584K	Buy	3,896 +70	+2%	+$10.5K	0.1%	88
2020 Q2	$548K	Buy	3,826 +585	+18%	+$76.8K	0.1%	89
2020 Q1	$371K	Hold	3,241	–	–	0.08%	93
2019 Q4	$537K	Sell	3,241 -1,885	-37%	-$298K	0.09%	93
2019 Q3	$776K	Hold	5,126	–	–	0.14%	83
2019 Q2	$797K	Hold	5,126	–	–	0.13%	86
2019 Q1	$785K	Sell	5,126 -1,630	-24%	-$245K	0.14%	77
2018 Q4	$905K	Buy	6,756 +2,285	+51%	+$341K	0.19%	67
2018 Q3	$754K	Hold	4,471	–	–	0.16%	72
2018 Q2	$732K	Sell	4,471 -352	-7%	-$56.3K	0.17%	67
2018 Q1	$732K	Sell	4,823 -2,782	-37%	-$430K	0.17%	61
2017 Q4	$1.16M	Buy	+7,605	New	+$1.14M	0.28%	53