United Community Bank’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$80.8K	Sell	491 -50	-9%	-$7.89K	0.03%	297
2026 Q1	$78.8K	Hold	541	–	–	0.03%	303
2025 Q4	$76.3K	Hold	541	–	–	0.03%	256
2025 Q3	$75.6K	Hold	541	–	–	0.02%	297
2025 Q2	$71.5K	Hold	541	–	–	0.02%	277
2025 Q1	$68.2K	Hold	541	–	–	0.03%	288
2024 Q4	$70K	Buy	541 +179	+49%	+$24K	0.03%	278
2024 Q3	$47.9K	Hold	362	–	–	0.02%	285
2024 Q2	$43.7K	Hold	362	–	–	0.02%	301
2024 Q1	$45.4K	Hold	362	–	–	0.02%	281
2023 Q4	$42.1K	Hold	362	–	–	0.02%	296
2023 Q3	$37.8K	Hold	362	–	–	0.02%	274
2023 Q2	$39.8K	Hold	362	–	–	0.03%	183
2023 Q1	$38.4K	Sell	362 -50	-12%	-$5.46K	0.04%	173
2022 Q4	$43.4K	Hold	412	–	–	0.04%	177
2022 Q3	$39.6K	Hold	412	–	–	0.04%	178
2022 Q2	$41.8K	Hold	412	–	–	0.05%	174
2022 Q1	$49.3K	Hold	412	–	–	0.05%	170
2021 Q4	$50.4K	Buy	+412	New	+$49.2K	0.05%	170

Other funds holding IWS

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

TCIIS

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

United Community Bank reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 9.2% in Q2 2026, selling an estimated $7.89K and leaving 491 shares worth $80.8K. The position accounts for 0.03% of the portfolio, ranked #297.

United Community Bank first reported a position in IWS in Q4 2021 and has held it in 19 quarters since. 1,048 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

United Community Bank held 491 shares of iShares Russell Mid-Cap Value ETF worth $80.8K as of Q2 2026.
United Community Bank sold 50 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $7.89K.
iShares Russell Mid-Cap Value ETF made up 0.03% of United Community Bank's portfolio in Q2 2026, its #297 holding.
United Community Bank first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
1,048 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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