United Community Bank’s iShares Russell 2000 Value ETF IWN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$52.6K	Sell	238 -35	-13%	-$7.33K	0.02%	323
2026 Q1	$51.8K	Hold	273	–	–	0.02%	338
2025 Q4	$49.5K	Hold	273	–	–	0.02%	290
2025 Q3	$48.3K	Hold	273	–	–	0.01%	332
2025 Q2	$43.1K	Hold	273	–	–	0.01%	316
2025 Q1	$41.2K	Hold	273	–	–	0.02%	317
2024 Q4	$44.8K	Hold	273	–	–	0.02%	295
2024 Q3	$45.5K	Hold	273	–	–	0.02%	286
2024 Q2	$41.6K	Hold	273	–	–	0.02%	303
2024 Q1	$43.4K	Hold	273	–	–	0.02%	282
2023 Q4	$42.4K	Hold	273	–	–	0.02%	295
2023 Q3	$37K	Hold	273	–	–	0.02%	275
2023 Q2	$38.4K	Hold	273	–	–	0.03%	184
2023 Q1	$37.4K	Hold	273	–	–	0.04%	174
2022 Q4	$37.9K	Hold	273	–	–	0.04%	184
2022 Q3	$35.2K	Hold	273	–	–	0.04%	180
2022 Q2	$37.2K	Hold	273	–	–	0.04%	182
2022 Q1	$44.1K	Hold	273	–	–	0.04%	175
2021 Q4	$45.3K	Buy	+273	New	+$45.5K	0.05%	180

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

United Community Bank reduced its iShares Russell 2000 Value ETF (IWN) stake by 13% in Q2 2026, selling an estimated $7.33K and leaving 238 shares worth $52.6K. The position accounts for 0.02% of the portfolio, ranked #323.

United Community Bank first reported a position in IWN in Q4 2021 and has held it in 19 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

United Community Bank held 238 shares of iShares Russell 2000 Value ETF worth $52.6K as of Q2 2026.
United Community Bank sold 35 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $7.33K.
iShares Russell 2000 Value ETF made up 0.02% of United Community Bank's portfolio in Q2 2026, its #323 holding.
United Community Bank first reported a position in iShares Russell 2000 Value ETF in Q4 2021 and has held it in 19 quarters since.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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