UCB
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United Community Bank’s iShares Core S&P 500 ETF IVV Stock Holding History

United Community Bank’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 		$8.33M Buy
11,121
+597
+6% +$435K 2.58% 5
2026
Q1 		$6.87M Sell
10,524
-1,503
-12% -$1.03M 2.29% 5
2025
Q4 		$8.24M Sell
12,027
-14,980
-55% -$10.2M 3.11% 6
2025
Q3 		$18.1M Buy
27,007
+358
+1% +$231K 5.6% 2
2025
Q2 		$16.5M Sell
26,649
-1,195
-4% -$686K 5.66% 2
2025
Q1 		$15.6M Buy
27,844
+100
+0.4% +$59.1K 5.83% 2
2024
Q4 		$16.3M Sell
27,744
-435
-2% -$257K 6.36% 2
2024
Q3 		$16.3M Sell
28,179
-131
-0.5% -$72.8K 6.35% 2
2024
Q2 		$15.5M Sell
28,310
-10,453
-27% -$5.5M 6.26% 2
2024
Q1 		$19.9M Buy
38,763
+10,082
+35% +$5.04M 7.72% 2
2023
Q4 		$13.7M Sell
28,681
-401
-1% -$179K 5.8% 2
2023
Q3 		$12.5M Buy
29,082
+11,153
+62% +$4.99M 6.12% 2
2023
Q2 		$7.99M Hold
17,929
– – 7.01% 2
2023
Q1 		$7.37M Sell
17,929
-318
-2% -$127K 6.97% 2
2022
Q4 		$7.01M Buy
18,247
+318
+2% +$123K 6.78% 2
2022
Q3 		$6.43M Sell
17,929
-1
-0% -$399 6.71% 2
2022
Q2 		$6.8M Buy
17,930
+1,427
+9% +$587K 7.32% 2
2022
Q1 		$7.49M Buy
16,503
+325
+2% +$145K 7.49% 2
2021
Q4 		$7.72M Buy
+16,178
New +$7.46M 7.71% 2

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 Community Bank's IVV Position: Q2 2026 in Review

United Community Bank increased its iShares Core S&P 500 ETF (IVV) stake by 5.7% in Q2 2026, buying an estimated $435K and bringing the position to 11,121 shares worth $8.33M. The position accounts for 2.58% of the portfolio, ranked #5.

United Community Bank first reported a position in IVV in Q4 2021 and has held it in 19 quarters since. The position peaked at $19.9M in Q1 2024. 4,085 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • United Community Bank held 11,121 shares of iShares Core S&P 500 ETF worth $8.33M as of Q2 2026.
  • United Community Bank bought 597 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $435K.
  • iShares Core S&P 500 ETF made up 2.58% of United Community Bank's portfolio in Q2 2026, its #5 holding.
  • United Community Bank first reported a position in iShares Core S&P 500 ETF in Q4 2021 and has held it in 19 quarters since.
  • United Community Bank's iShares Core S&P 500 ETF position peaked at $19.9M in Q1 2024.
  • 4,085 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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