United Bank (Virginia)’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$688K | 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% | -$16.4K | 0.11% | 71 |
|
|
2023
Q4 | $895K | Hold |
11,520
| – | – | 0.11% | 71 |
|
|
2023
Q3 | $798K | Sell |
11,520
-67
| -0.6% | -$4.64K | 0.1% | 74 |
|
|
2023
Q2 | $846K | Hold |
11,587
| – | – | 0.1% | 74 |
|
|
2023
Q1 | $810K | Sell |
11,587
-297
| -2% | -$20.8K | 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% | -$5.54K | 0.12% | 76 |
|
|
2021
Q4 | $992K | Sell |
11,955
-165
| -1% | -$13.7K | 0.12% | 76 |
|
|
2021
Q3 | $948K | Hold |
12,120
| – | – | 0.13% | 78 |
|
|
2021
Q2 | $960K | Sell |
12,120
-15,575
| -56% | -$1.23M | 0.13% | 77 |
|
|
2021
Q1 | $2.05M | Sell |
27,695
-440
| -2% | -$32.5K | 0.28% | 53 |
|
|
2020
Q4 | $1.93M | Buy |
28,135
+15,575
| +124% | +$1.07M | 0.29% | 53 |
|
|
2020
Q3 | $721K | Hold |
12,560
| – | – | 0.13% | 81 |
|
|
2020
Q2 | $673K | Buy |
12,560
+3,380
| +37% | +$181K | 0.12% | 82 |
|
|
2020
Q1 | $396K | Sell |
9,180
-1,600
| -15% | -$69K | 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% | -$636 | 0.13% | 76 |
|
|
2018
Q1 | $534K | Sell |
10,352
-1,948
| -16% | -$100K | 0.12% | 73 |
|
|
2017
Q4 | $640K | Buy |
+12,300
| New | +$640K | 0.16% | 76 |
|