United Capital Management of KS’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.75M | Sell |
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|
2025
Q1 | $2.58M | Sell |
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|
2024
Q4 | $2.83M | Sell |
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|
2024
Q3 | $3M | Sell |
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|
2024
Q2 | $3.1M | Sell |
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|
2024
Q1 | $3.5M | Sell |
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|
2023
Q4 | $3.83M | Sell |
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|
2023
Q3 | $3.59M | Sell |
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|
2023
Q2 | $3.85M | Sell |
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|
2023
Q1 | $3.81M | Sell |
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|
2022
Q4 | $3.69M | Sell |
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|
2022
Q3 | $3.57M | Sell |
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|
2022
Q2 | $3.95M | Sell |
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|
2022
Q1 | $4.88M | Sell |
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|
2021
Q4 | $5.56M | Sell |
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|
2021
Q3 | $5.13M | Sell |
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|
2021
Q2 | $5.47M | Sell |
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|
2021
Q1 | $5.63M | Sell |
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|
2020
Q4 | $5.8M | Sell |
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|
2020
Q3 | $5.72M | Sell |
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|
2020
Q2 | $6.54M | Sell |
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|
2020
Q1 | $6.44M | Sell |
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|
2019
Q4 | $8.55M | Sell |
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|
2019
Q3 | $7.82M | Sell |
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|
2019
Q2 | $7.9M | Sell |
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|
2019
Q1 | $7.88M | Buy |
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|
2018
Q4 | $6.55M | Buy |
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|
2018
Q3 | $7.39M | Buy |
|