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

United Bank (Virginia)’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	$719K	Sell	960 -36	-4%	-$26.2K	0.08%	89
2026 Q1	$651K	Hold	996	–	–	0.08%	85
2025 Q4	$682K	Hold	996	–	–	0.09%	82
2025 Q3	$667K	Hold	996	–	–	0.08%	81
2025 Q2	$618K	Hold	996	–	–	0.07%	88
2025 Q1	$560K	Hold	996	–	–	0.07%	93
2024 Q4	$586K	Hold	996	–	–	0.07%	85
2024 Q3	$575K	Hold	996	–	–	0.07%	91
2024 Q2	$545K	Sell	996 -30	-3%	-$15.8K	0.07%	90
2024 Q1	$539K	Hold	1,026	–	–	0.06%	90
2023 Q4	$490K	Hold	1,026	–	–	0.06%	96
2023 Q3	$441K	Hold	1,026	–	–	0.06%	100
2023 Q2	$457K	Hold	1,026	–	–	0.06%	102
2023 Q1	$422K	Hold	1,026	–	–	0.05%	109
2022 Q4	$394K	Sell	1,026 -259	-20%	-$100K	0.06%	109
2022 Q3	$461K	Sell	1,285 -214	-14%	-$85.5K	0.07%	102
2022 Q2	$568K	Buy	1,499 +503	+51%	+$207K	0.09%	92
2022 Q1	$452K	Hold	996	–	–	0.06%	110
2021 Q4	$475K	Buy	+996	New	+$459K	0.06%	114

Other funds holding IVV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return

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

United Bank (Virginia) reduced its iShares Core S&P 500 ETF (IVV) stake by 3.6% in Q2 2026, selling an estimated $26.2K and leaving 960 shares worth $719K. The position accounts for 0.08% of the portfolio, ranked #89.

United Bank (Virginia) first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

United Bank (Virginia) held 960 shares of iShares Core S&P 500 ETF worth $719K as of Q2 2026.
United Bank (Virginia) sold 36 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $26.2K.
iShares Core S&P 500 ETF made up 0.08% of United Bank (Virginia)'s portfolio in Q2 2026, its #89 holding.
United Bank (Virginia) first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 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 (Virginia)'s 13F filing for Q2 2026, filed 30 Jul 2026.