United Community Bank’s iShares Russell 2000 Growth ETF IWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$121K	Hold	387	–	–	0.04%	256
2025 Q4	$125K	Hold	387	–	–	0.05%	211
2025 Q3	$124K	Hold	387	–	–	0.04%	244
2025 Q2	$111K	Hold	387	–	–	0.04%	242
2025 Q1	$98.9K	Hold	387	–	–	0.04%	263
2024 Q4	$111K	Hold	387	–	–	0.04%	234
2024 Q3	$110K	Sell	387 -37	-9%	-$10.1K	0.04%	241
2024 Q2	$111K	Hold	424	–	–	0.05%	246
2024 Q1	$115K	Hold	424	–	–	0.04%	234
2023 Q4	$107K	Hold	424	–	–	0.05%	241
2023 Q3	$95K	Hold	424	–	–	0.05%	223
2023 Q2	$103K	Hold	424	–	–	0.09%	132
2023 Q1	$96.2K	Hold	424	–	–	0.09%	123
2022 Q4	$91K	Sell	424 -1,285	-75%	-$282K	0.09%	128
2022 Q3	$353K	Hold	1,709	–	–	0.37%	52
2022 Q2	$353K	Hold	1,709	–	–	0.38%	54
2022 Q1	$437K	Hold	1,709	–	–	0.44%	49
2021 Q4	$501K	Buy	+1,709	New	+$515K	0.5%	48

Other funds holding IWO

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

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

United Community Bank held its iShares Russell 2000 Growth ETF (IWO) position steady in Q1 2026 at 387 shares worth $121K. The position accounts for 0.04% of the portfolio, ranked #256.

United Community Bank first reported a position in IWO in Q4 2021 and has held it in 18 quarters since. The position peaked at $501K in Q4 2021. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

United Community Bank held 387 shares of iShares Russell 2000 Growth ETF worth $121K as of Q1 2026.
United Community Bank left its iShares Russell 2000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 2000 Growth ETF made up 0.04% of United Community Bank's portfolio in Q1 2026, its #256 holding.
United Community Bank first reported a position in iShares Russell 2000 Growth ETF in Q4 2021 and has held it in 18 quarters since.
United Community Bank's iShares Russell 2000 Growth ETF position peaked at $501K in Q4 2021.
1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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