United Community Bank’s iShares Russell 1000 Value ETF IWD Stock Holding History

United Community Bank’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$105K	Sell	492 -83	-14%	-$18.2K	0.04%	273
2025 Q4	$121K	Buy	575 +83	+17%	+$17.1K	0.05%	214
2025 Q3	$100K	Hold	492	–	–	0.03%	266
2025 Q2	$95.6K	Hold	492	–	–	0.03%	256
2025 Q1	$92.6K	Hold	492	–	–	0.03%	270
2024 Q4	$91.1K	Buy	+492	New	+$94.4K	0.04%	261

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

United Community Bank reduced its iShares Russell 1000 Value ETF (IWD) stake by 14% in Q1 2026, selling an estimated $18.2K and leaving 492 shares worth $105K. The position accounts for 0.04% of the portfolio, ranked #273.

United Community Bank first reported a position in IWD in Q4 2024 and has held it in 6 quarters since. The position peaked at $121K in Q4 2025. 1,898 funds tracked by Wall St. Rank hold IWD as of Q1 2026.

United Community Bank held 492 shares of iShares Russell 1000 Value ETF worth $105K as of Q1 2026.
United Community Bank sold 83 iShares Russell 1000 Value ETF shares in Q1 2026, an estimated $18.2K.
iShares Russell 1000 Value ETF made up 0.04% of United Community Bank's portfolio in Q1 2026, its #273 holding.
United Community Bank first reported a position in iShares Russell 1000 Value ETF in Q4 2024 and has held it in 6 quarters since.
United Community Bank's iShares Russell 1000 Value ETF position peaked at $121K in Q4 2025.
1,898 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q1 2026.

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