United Bank (Virginia)’s iShares Russell 3000 ETF IWV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-1,770
Closed -$546K 145
2024
Q2
$546K Hold
1,770
0.07% 89
2024
Q1
$531K Hold
1,770
0.06% 92
2023
Q4
$485K Hold
1,770
0.06% 97
2023
Q3
$434K Hold
1,770
0.06% 101
2023
Q2
$450K Hold
1,770
0.06% 103
2023
Q1
$417K Hold
1,770
0.05% 110
2022
Q4
$391K Hold
1,770
0.05% 110
2022
Q3
$366K Hold
1,770
0.06% 114
2022
Q2
$385K Hold
1,770
0.06% 111
2022
Q1
$464K Hold
1,770
0.06% 106
2021
Q4
$491K Hold
1,770
0.06% 109
2021
Q3
$451K Hold
1,770
0.06% 112
2021
Q2
$453K Hold
1,770
0.06% 108
2021
Q1
$420K Hold
1,770
0.06% 118
2020
Q4
$396K Hold
1,770
0.06% 120
2020
Q3
$346K Hold
1,770
0.06% 107
2020
Q2
$319K Hold
1,770
0.06% 108
2020
Q1
$263K Hold
1,770
0.06% 107
2019
Q4
$334K Hold
1,770
0.06% 111
2019
Q3
$308K Hold
1,770
0.06% 118
2019
Q2
$305K Hold
1,770
0.05% 119
2019
Q1
$295K Hold
1,770
0.05% 116
2018
Q4
$260K Hold
1,770
0.05% 134
2018
Q3
$305K Hold
1,770
0.06% 113
2018
Q2
$287K Hold
1,770
0.07% 110
2018
Q1
$277K Hold
1,770
0.06% 118
2017
Q4
$280K Buy
+1,770
New +$280K 0.07% 120