United Bank (Virginia)’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$329K	Sell	3,380 -157	-4%	-$15.7K	0.04%	109
2025 Q4	$341K	Hold	3,537	–	–	0.05%	107
2025 Q3	$341K	Hold	3,537	–	–	0.04%	106
2025 Q2	$325K	Hold	3,537	–	–	0.04%	113
2025 Q1	$301K	Hold	3,537	–	–	0.04%	120
2024 Q4	$313K	Sell	3,537 -7,788	-69%	-$707K	0.04%	111
2024 Q3	$998K	Hold	11,325	–	–	0.12%	72
2024 Q2	$918K	Hold	11,325	–	–	0.11%	72
2024 Q1	$952K	Sell	11,325 -195	-2%	-$15.5K	0.11%	71
2023 Q4	$895K	Hold	11,520	–	–	0.11%	71
2023 Q3	$798K	Sell	11,520 -67	-0.6%	-$4.89K	0.1%	74
2023 Q2	$846K	Hold	11,587	–	–	0.1%	74
2023 Q1	$810K	Sell	11,587 -297	-2%	-$21K	0.1%	79
2022 Q4	$802K	Hold	11,884	–	–	0.11%	76
2022 Q3	$739K	Hold	11,884	–	–	0.11%	81
2022 Q2	$768K	Hold	11,884	–	–	0.12%	77
2022 Q1	$927K	Sell	11,884 -71	-0.6%	-$5.46K	0.12%	76
2021 Q4	$992K	Sell	11,955 -165	-1%	-$13.5K	0.12%	76
2021 Q3	$948K	Hold	12,120	–	–	0.13%	78
2021 Q2	$960K	Sell	12,120 -15,575	-56%	-$1.21M	0.13%	77
2021 Q1	$2.05M	Sell	27,695 -440	-2%	-$31.8K	0.28%	53
2020 Q4	$1.93M	Buy	28,135 +15,575	+124%	+$992K	0.29%	53
2020 Q3	$721K	Hold	12,560	–	–	0.13%	81
2020 Q2	$673K	Buy	12,560 +3,380	+37%	+$169K	0.12%	82
2020 Q1	$396K	Sell	9,180 -1,600	-15%	-$88.1K	0.09%	92
2019 Q4	$643K	Hold	10,780	–	–	0.11%	84
2019 Q3	$603K	Buy	10,780 +440	+4%	+$24.6K	0.11%	91
2019 Q2	$578K	Hold	10,340	–	–	0.1%	96
2019 Q1	$558K	Hold	10,340	–	–	0.1%	87
2018 Q4	$481K	Hold	10,340	–	–	0.1%	97
2018 Q3	$570K	Hold	10,340	–	–	0.12%	81
2018 Q2	$548K	Sell	10,340 -12	-0.1%	-$632	0.13%	76
2018 Q1	$534K	Sell	10,352 -1,948	-16%	-$103K	0.12%	73
2017 Q4	$640K	Buy	+12,300	New	+$624K	0.16%	76