UCB
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United Community Bank’s iShares S&P 500 Growth ETF IVW Stock Holding History

United Community Bank’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
Q1 		$575K Sell
5,087
-95
-2% -$11.4K 0.19% 99
2025
Q4 		$639K Sell
5,182
-10
-0.2% -$1.22K 0.24% 85
2025
Q3 		$627K Sell
5,192
-5
-0.1% -$575 0.19% 112
2025
Q2 		$572K Buy
5,197
+1,961
+61% +$194K 0.2% 99
2025
Q1 		$300K Sell
3,236
-70
-2% -$7.06K 0.11% 143
2024
Q4 		$336K Buy
3,306
+135
+4% +$13.5K 0.13% 130
2024
Q3 		$304K Hold
3,171
– – 0.12% 139
2024
Q2 		$293K Sell
3,171
-576
-15% -$49.7K 0.12% 145
2024
Q1 		$316K Sell
3,747
-373
-9% -$30K 0.12% 132
2023
Q4 		$309K Sell
4,120
-339
-8% -$24.1K 0.13% 134
2023
Q3 		$305K Buy
+4,459
New +$316K 0.15% 115

Other funds holding IVW

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

United Community Bank reduced its iShares S&P 500 Growth ETF (IVW) stake by 1.8% in Q1 2026, selling an estimated $11.4K and leaving 5,087 shares worth $575K. The position accounts for 0.19% of the portfolio, ranked #99.

United Community Bank first reported a position in IVW in Q3 2023 and has held it in 11 quarters since. The position peaked at $639K in Q4 2025. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • United Community Bank held 5,087 shares of iShares S&P 500 Growth ETF worth $575K as of Q1 2026.
  • United Community Bank sold 95 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $11.4K.
  • iShares S&P 500 Growth ETF made up 0.19% of United Community Bank's portfolio in Q1 2026, its #99 holding.
  • United Community Bank first reported a position in iShares S&P 500 Growth ETF in Q3 2023 and has held it in 11 quarters since.
  • United Community Bank's iShares S&P 500 Growth ETF position peaked at $639K in Q4 2025.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

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