UBG
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United Bank (Georgia)’s iShares Core S&P 500 ETF IVV Stock Holding History

United Bank (Georgia)’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.07M Sell
1,428
-2
-0.1% -$1.46K 0.33% 73
2026
Q1 		$934K Sell
1,430
-86
-6% -$58.7K 0.31% 77
2025
Q4 		$1.04M Buy
1,516
+437
+41% +$297K 0.35% 76
2025
Q3 		$722K Hold
1,079
– – 0.25% 85
2025
Q2 		$670K Hold
1,079
– – 0.26% 83
2025
Q1 		$606K Buy
1,079
+1
+0.1% +$591 0.25% 85
2024
Q4 		$635K Sell
1,078
-1
-0.1% -$592 0.27% 82
2024
Q3 		$622K Buy
1,079
+196
+22% +$109K 0.29% 75
2024
Q2 		$483K Sell
883
-128
-13% -$67.3K 0.24% 78
2024
Q1 		$532K Buy
1,011
+149
+17% +$74.6K 0.27% 78
2023
Q4 		$412K Sell
862
-1
-0.1% -$448 0.23% 78
2023
Q3 		$371K Sell
863
-1
-0.1% -$447 0.22% 78
2023
Q2 		$385K Sell
864
-9
-1% -$3.79K 0.22% 77
2023
Q1 		$359K Sell
873
-6
-0.7% -$2.41K 0.21% 77
2022
Q4 		$338K Sell
879
-13
-1% -$5.02K 0.21% 76
2022
Q3 		$320K Buy
892
+8
+0.9% +$3.19K 0.21% 77
2022
Q2 		$335K Buy
884
+1
+0.1% +$411 0.21% 79
2022
Q1 		$401K Buy
883
+7
+0.8% +$3.13K 0.21% 80
2021
Q4 		$418K Sell
876
-7
-0.8% -$3.23K 0.22% 80
2021
Q3 		$380K Buy
883
+28
+3% +$12.4K 0.24% 76
2021
Q2 		$368K Hold
855
– – 0.25% 76
2021
Q1 		$340K Sell
855
-29
-3% -$11.2K 0.24% 75
2020
Q4 		$332K Sell
884
-1
-0.1% -$356 0.24% 75
2020
Q3 		$297K Sell
885
-151
-15% -$50.3K 0.25% 68
2020
Q2 		$321K Hold
1,036
– – 0.3% 68
2020
Q1 		$268K Buy
1,036
+76
+8% +$23.3K 0.28% 67
2019
Q4 		$310K Sell
960
-429
-31% -$133K 0.21% 69
2019
Q3 		$415K Buy
1,389
+28
+2% +$8.32K 0.31% 68
2019
Q2 		$401K Buy
1,361
+196
+17% +$56.8K 0.31% 66
2019
Q1 		$332K Buy
1,165
+35
+3% +$9.57K 0.26% 67
2018
Q4 		$284K Buy
+1,130
New +$307K 0.26% 67

Other funds holding IVV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

United Bank (Georgia)'s IVV Position: Q2 2026 in Review

United Bank (Georgia) reduced its iShares Core S&P 500 ETF (IVV) stake by 0.14% in Q2 2026, selling an estimated $1.46K and leaving 1,428 shares worth $1.07M. The position accounts for 0.33% of the portfolio, ranked #73.

United Bank (Georgia) first reported a position in IVV in Q4 2018 and has held it in 31 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • United Bank (Georgia) held 1,428 shares of iShares Core S&P 500 ETF worth $1.07M as of Q2 2026.
  • United Bank (Georgia) sold 2 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $1.46K.
  • iShares Core S&P 500 ETF made up 0.33% of United Bank (Georgia)'s portfolio in Q2 2026, its #73 holding.
  • United Bank (Georgia) first reported a position in iShares Core S&P 500 ETF in Q4 2018 and has held it in 31 quarters since.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

Based on United Bank (Georgia)'s 13F filing for Q2 2026, filed 10 Aug 2026.