United Community Bank’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.5M | Sell |
26,649
-1,195
| -4% | -$742K | 5.66% | 2 |
|
|
2025
Q1 | $15.6M | Buy |
27,844
+100
| +0.4% | +$56.2K | 5.83% | 2 |
|
|
2024
Q4 | $16.3M | Sell |
27,744
-435
| -2% | -$256K | 6.36% | 2 |
|
|
2024
Q3 | $16.3M | Sell |
28,179
-131
| -0.5% | -$75.6K | 6.35% | 2 |
|
|
2024
Q2 | $15.5M | Sell |
28,310
-10,453
| -27% | -$5.72M | 6.26% | 2 |
|
|
2024
Q1 | $19.9M | Buy |
38,763
+10,082
| +35% | +$5.17M | 7.72% | 2 |
|
|
2023
Q4 | $13.7M | Sell |
28,681
-401
| -1% | -$192K | 5.8% | 2 |
|
|
2023
Q3 | $12.5M | Buy |
29,082
+11,153
| +62% | +$4.79M | 6.12% | 2 |
|
|
2023
Q2 | $7.99M | Hold |
17,929
| – | – | 7.01% | 2 |
|
|
2023
Q1 | $7.37M | Sell |
17,929
-318
| -2% | -$131K | 6.97% | 2 |
|
|
2022
Q4 | $7.01M | Buy |
18,247
+318
| +2% | +$122K | 6.78% | 2 |
|
|
2022
Q3 | $6.43M | Sell |
17,929
-1
| -0% | -$359 | 6.71% | 2 |
|
|
2022
Q2 | $6.8M | Buy |
17,930
+1,427
| +9% | +$541K | 7.32% | 2 |
|
|
2022
Q1 | $7.49M | Buy |
16,503
+325
| +2% | +$147K | 7.49% | 2 |
|
|
2021
Q4 | $7.72M | Buy |
+16,178
| New | +$7.72M | 7.71% | 2 |
|