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United Community Bank’s iShares S&P 500 Value ETF IVE Stock Holding History

United Community Bank’s Portfolio IVE Stock Details IVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$375K Sell
1,652
-20
-1% -$4.47K 0.12% 133
2026
Q1 		$353K Sell
1,672
-45
-3% -$9.74K 0.12% 131
2025
Q4 		$364K Sell
1,717
-15
-0.9% -$3.14K 0.14% 120
2025
Q3 		$358K Sell
1,732
-60
-3% -$12.1K 0.11% 155
2025
Q2 		$350K Buy
1,792
+257
+17% +$47.9K 0.12% 137
2025
Q1 		$293K Sell
1,535
-45
-3% -$8.71K 0.11% 146
2024
Q4 		$302K Buy
1,580
+195
+14% +$38.7K 0.12% 140
2024
Q3 		$273K Sell
1,385
-70
-5% -$13.3K 0.11% 146
2024
Q2 		$265K Sell
1,455
-259
-15% -$47.2K 0.11% 155
2024
Q1 		$320K Sell
1,714
-109
-6% -$19.4K 0.12% 131
2023
Q4 		$317K Sell
1,823
-90
-5% -$14.5K 0.13% 132
2023
Q3 		$294K Buy
+1,913
New +$309K 0.14% 117

Other funds holding IVE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

United Community Bank's IVE Position: Q2 2026 in Review

United Community Bank reduced its iShares S&P 500 Value ETF (IVE) stake by 1.2% in Q2 2026, selling an estimated $4.47K and leaving 1,652 shares worth $375K. The position accounts for 0.12% of the portfolio, ranked #133.

United Community Bank first reported a position in IVE in Q3 2023 and has held it in 12 quarters since. 1,768 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

  • United Community Bank held 1,652 shares of iShares S&P 500 Value ETF worth $375K as of Q2 2026.
  • United Community Bank sold 20 iShares S&P 500 Value ETF shares in Q2 2026, an estimated $4.47K.
  • iShares S&P 500 Value ETF made up 0.12% of United Community Bank's portfolio in Q2 2026, its #133 holding.
  • United Community Bank first reported a position in iShares S&P 500 Value ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,768 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

Based on United Community Bank's 13F filing for Q2 2026, filed 13 Aug 2026.