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

United Bank (Virginia)’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.9M	Buy	79,127 +2,921	+4%	+$386K	1.28%	20
2026 Q1	$8.62M	Sell	76,206 -41,223	-35%	-$4.96M	1.1%	30
2025 Q4	$14.5M	Hold	117,429	–	–	1.91%	11
2025 Q3	$14.2M	Sell	117,429 -350	-0.3%	-$40.3K	1.69%	15
2025 Q2	$13M	Sell	117,779 -1,023	-0.9%	-$101K	1.55%	21
2025 Q1	$11M	Buy	118,802 +3,619	+3%	+$365K	1.4%	26
2024 Q4	$11.7M	Buy	115,183 +14,000	+14%	+$1.4M	1.39%	29
2024 Q3	$9.69M	Sell	101,183 -3,540	-3%	-$327K	1.13%	31
2024 Q2	$9.69M	Sell	104,723 -2,135	-2%	-$184K	1.2%	32
2024 Q1	$9.02M	Buy	106,858 +44,941	+73%	+$3.61M	1.08%	32
2023 Q4	$4.65M	Sell	61,917 -6,909	-10%	-$492K	0.58%	36
2023 Q3	$4.71M	Sell	68,826 -651	-0.9%	-$46.1K	0.62%	35
2023 Q2	$4.9M	Buy	69,477 +9,812	+16%	+$649K	0.6%	36
2023 Q1	$3.81M	Buy	59,665 +18,300	+44%	+$1.12M	0.49%	40
2022 Q4	$2.42M	Buy	41,365 +16,359	+65%	+$982K	0.34%	44
2022 Q3	$1.45M	Buy	25,006 +8,045	+47%	+$523K	0.22%	52
2022 Q2	$1.02M	Buy	16,961 +9,761	+136%	+$646K	0.15%	65
2022 Q1	$550K	Hold	7,200	–	–	0.07%	98
2021 Q4	$602K	Hold	7,200	–	–	0.07%	102
2021 Q3	$532K	Hold	7,200	–	–	0.07%	104
2021 Q2	$524K	Hold	7,200	–	–	0.07%	105
2021 Q1	$469K	Sell	7,200 -2,600	-27%	-$168K	0.06%	114
2020 Q4	$625K	Hold	9,800	–	–	0.09%	102
2020 Q3	$566K	Hold	9,800	–	–	0.1%	90
2020 Q2	$508K	Sell	9,800 -72,304	-88%	-$3.47M	0.09%	92
2020 Q1	$3.39M	Hold	82,104	–	–	0.74%	28
2019 Q4	$3.98M	Hold	82,104	–	–	0.69%	30
2019 Q3	$3.69M	Sell	82,104 -5,728	-7%	-$259K	0.68%	32
2019 Q2	$3.94M	Hold	87,832	–	–	0.66%	35
2019 Q1	$3.79M	Sell	87,832 -100,240	-53%	-$4.11M	0.68%	33
2018 Q4	$7.08M	Hold	188,072	–	–	1.47%	28
2018 Q3	$8.33M	Hold	188,072	–	–	1.75%	26
2018 Q2	$7.65M	Hold	188,072	–	–	1.77%	27
2018 Q1	$7.29M	Sell	188,072 -23,332	-11%	-$931K	1.69%	27
2017 Q4	$8.07M	Buy	211,404 +90,776	+75%	+$3.39M	1.98%	21
2017 Q3	$4.33M	Hold	120,628	–	–	4.13%	7
2017 Q2	$4.13M	Hold	120,628	–	–	4.01%	7
2017 Q1	$3.97M	Hold	120,628	–	–	4.07%	7
2016 Q4	$3.67M	Hold	120,628	–	–	4.46%	3
2016 Q3	$3.67M	Hold	120,628	–	–	3.92%	5
2016 Q2	$3.52M	Hold	120,628	–	–	3.47%	7
2016 Q1	$3.5M	Hold	120,628	–	–	3.5%	4
2015 Q4	$3.49M	Hold	120,628	–	–	4.22%	3
2015 Q3	$3.25M	Buy	+120,628	New	+$3.43M	4.45%	3

Other funds holding IVW

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

United Bank (Virginia) increased its iShares S&P 500 Growth ETF (IVW) stake by 3.8% in Q2 2026, buying an estimated $386K and bringing the position to 79,127 shares worth $10.9M. The position accounts for 1.28% of the portfolio, ranked #20.

United Bank (Virginia) first reported a position in IVW in Q3 2015 and has held it in 44 quarters since. The position peaked at $14.5M in Q4 2025. 2,124 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

United Bank (Virginia) held 79,127 shares of iShares S&P 500 Growth ETF worth $10.9M as of Q2 2026.
United Bank (Virginia) bought 2,921 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $386K.
iShares S&P 500 Growth ETF made up 1.28% of United Bank (Virginia)'s portfolio in Q2 2026, its #20 holding.
United Bank (Virginia) first reported a position in iShares S&P 500 Growth ETF in Q3 2015 and has held it in 44 quarters since.
United Bank (Virginia)'s iShares S&P 500 Growth ETF position peaked at $14.5M in Q4 2025.
2,124 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

Based on United Bank (Virginia)'s 13F filing for Q2 2026, filed 30 Jul 2026.