Umpqua Bank’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Umpqua Bank’s Portfolio IJR Stock Details IJR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.56M	Buy	17,254 +5,458	+46%	+$749K	0.57%	44
2026 Q1	$1.47M	Sell	11,796 -98	-0.8%	-$12.4K	0.42%	70
2025 Q4	$1.43M	Sell	11,894 -15	-0.1%	-$1.79K	0.4%	70
2025 Q3	$1.42M	Buy	11,909 +622	+6%	+$71.5K	0.4%	65
2025 Q2	$1.26M	Sell	11,287 -169	-1%	-$17.5K	0.39%	69
2025 Q1	$1.2M	Sell	11,456 -332	-3%	-$37.5K	0.41%	66
2024 Q4	$1.36M	Buy	11,788 +74	+0.6%	+$8.84K	0.47%	63
2024 Q3	$1.37M	Buy	11,714 +85	+0.7%	+$9.6K	0.5%	58
2024 Q2	$1.24M	Sell	11,629 -63	-0.5%	-$6.74K	0.48%	58
2024 Q1	$1.29M	Buy	+11,692	New	+$1.24M	0.53%	56

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Umpqua Bank's IJR Position: Q2 2026 in Review

Umpqua Bank increased its iShares Core S&P Small-Cap ETF (IJR) stake by 46% in Q2 2026, buying an estimated $749K and bringing the position to 17,254 shares worth $2.56M. The position accounts for 0.57% of the portfolio, ranked #44.

Umpqua Bank first reported a position in IJR in Q1 2024 and has held it in 10 quarters since. 2,851 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

Umpqua Bank held 17,254 shares of iShares Core S&P Small-Cap ETF worth $2.56M as of Q2 2026.
Umpqua Bank bought 5,458 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $749K.
iShares Core S&P Small-Cap ETF made up 0.57% of Umpqua Bank's portfolio in Q2 2026, its #44 holding.
Umpqua Bank first reported a position in iShares Core S&P Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
2,851 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Umpqua Bank's 13F filing for Q2 2026, filed 24 Jul 2026.