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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
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 $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

United Community Bank's IVE Position: Q1 2026 in Review

United Community Bank reduced its iShares S&P 500 Value ETF (IVE) stake by 2.6% in Q1 2026, selling an estimated $9.74K and leaving 1,672 shares worth $353K. The position accounts for 0.12% of the portfolio, ranked #131.

United Community Bank first reported a position in IVE in Q3 2023 and has held it in 11 quarters since. The position peaked at $364K in Q4 2025. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • United Community Bank held 1,672 shares of iShares S&P 500 Value ETF worth $353K as of Q1 2026.
  • United Community Bank sold 45 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $9.74K.
  • iShares S&P 500 Value ETF made up 0.12% of United Community Bank's portfolio in Q1 2026, its #131 holding.
  • United Community Bank first reported a position in iShares S&P 500 Value ETF in Q3 2023 and has held it in 11 quarters since.
  • United Community Bank's iShares S&P 500 Value ETF position peaked at $364K in Q4 2025.
  • 1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on United Community Bank's 13F filing for Q1 2026, filed 24 Apr 2026.