United Community Bank’s iShares S&P 500 Value ETF IVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Buy |
1,792
+257
| +17% | +$50.2K | 0.12% | 137 |
|
|
2025
Q1 | $293K | Sell |
1,535
-45
| -3% | -$8.58K | 0.11% | 146 |
|
|
2024
Q4 | $302K | Buy |
1,580
+195
| +14% | +$37.2K | 0.12% | 140 |
|
|
2024
Q3 | $273K | Sell |
1,385
-70
| -5% | -$13.8K | 0.11% | 146 |
|
|
2024
Q2 | $265K | Sell |
1,455
-259
| -15% | -$47.1K | 0.11% | 155 |
|
|
2024
Q1 | $320K | Sell |
1,714
-109
| -6% | -$20.4K | 0.12% | 131 |
|
|
2023
Q4 | $317K | Sell |
1,823
-90
| -5% | -$15.7K | 0.13% | 132 |
|
|
2023
Q3 | $294K | Buy |
+1,913
| New | +$294K | 0.14% | 117 |
|