UCMOK
United Capital Management of KS’s iShares Core S&P 500 ETF IVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.75M | Sell |
4,429
-171
| -4% | -$106K | 0.43% | 55 |
|
|
2025
Q1 | $2.58M | Sell |
4,600
-202
| -4% | -$113K | 0.53% | 46 |
|
|
2024
Q4 | $2.83M | Sell |
4,802
-393
| -8% | -$231K | 0.51% | 53 |
|
|
2024
Q3 | $3M | Sell |
5,195
-478
| -8% | -$276K | 0.65% | 48 |
|
|
2024
Q2 | $3.1M | Sell |
5,673
-982
| -15% | -$537K | 0.68% | 44 |
|
|
2024
Q1 | $3.5M | Sell |
6,655
-1,371
| -17% | -$721K | 0.8% | 45 |
|
|
2023
Q4 | $3.83M | Sell |
8,026
-345
| -4% | -$165K | 1.16% | 36 |
|
|
2023
Q3 | $3.59M | Sell |
8,371
-276
| -3% | -$119K | 1.22% | 32 |
|
|
2023
Q2 | $3.85M | Sell |
8,647
-632
| -7% | -$282K | 1.23% | 30 |
|
|
2023
Q1 | $3.81M | Sell |
9,279
-326
| -3% | -$134K | 1.42% | 27 |
|
|
2022
Q4 | $3.69M | Sell |
9,605
-355
| -4% | -$136K | 1.52% | 26 |
|
|
2022
Q3 | $3.57M | Sell |
9,960
-454
| -4% | -$163K | 1.67% | 24 |
|
|
2022
Q2 | $3.95M | Sell |
10,414
-332
| -3% | -$126K | 1.86% | 20 |
|
|
2022
Q1 | $4.88M | Sell |
10,746
-908
| -8% | -$412K | 1.89% | 15 |
|
|
2021
Q4 | $5.56M | Sell |
11,654
-258
| -2% | -$123K | 2.07% | 13 |
|
|
2021
Q3 | $5.13M | Sell |
11,912
-810
| -6% | -$349K | 2.1% | 15 |
|
|
2021
Q2 | $5.47M | Sell |
12,722
-1,443
| -10% | -$620K | 2.23% | 12 |
|
|
2021
Q1 | $5.64M | Sell |
14,165
-1,280
| -8% | -$509K | 2.59% | 9 |
|
|
2020
Q4 | $5.8M | Sell |
15,445
-1,581
| -9% | -$594K | 2.65% | 10 |
|
|
2020
Q3 | $5.72M | Sell |
17,026
-4,099
| -19% | -$1.38M | 3% | 6 |
|
|
2020
Q2 | $6.54M | Sell |
21,125
-3,813
| -15% | -$1.18M | 3.82% | 4 |
|
|
2020
Q1 | $6.44M | Sell |
24,938
-1,515
| -6% | -$391K | 5.42% | 2 |
|
|
2019
Q4 | $8.55M | Sell |
26,453
-69
| -0.3% | -$22.3K | 5.41% | 1 |
|
|
2019
Q3 | $7.82M | Sell |
26,522
-55
| -0.2% | -$16.2K | 5.71% | 1 |
|
|
2019
Q2 | $7.9M | Sell |
26,577
-194
| -0.7% | -$57.7K | 5.97% | 1 |
|
|
2019
Q1 | $7.88M | Buy |
26,771
+720
| +3% | +$212K | 6.17% | 1 |
|
|
2018
Q4 | $6.56M | Buy |
26,051
+858
| +3% | +$216K | 6.08% | 1 |
|
|
2018
Q3 | $7.39M | Buy |
+25,193
| New | +$7.39M | 5.94% | 1 |
|