United Community Bank’s iShares S&P 500 Growth ETF IVW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $572K | Buy |
5,197
+1,961
| +61% | +$216K | 0.2% | 99 |
|
|
2025
Q1 | $300K | Sell |
3,236
-70
| -2% | -$6.5K | 0.11% | 143 |
|
|
2024
Q4 | $336K | Buy |
3,306
+135
| +4% | +$13.7K | 0.13% | 130 |
|
|
2024
Q3 | $304K | Hold |
3,171
| – | – | 0.12% | 139 |
|
|
2024
Q2 | $293K | Sell |
3,171
-576
| -15% | -$53.3K | 0.12% | 145 |
|
|
2024
Q1 | $316K | Sell |
3,747
-373
| -9% | -$31.5K | 0.12% | 132 |
|
|
2023
Q4 | $309K | Sell |
4,120
-339
| -8% | -$25.5K | 0.13% | 134 |
|
|
2023
Q3 | $305K | Buy |
+4,459
| New | +$305K | 0.15% | 115 |
|