United Advisor Group’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

United Advisor Group’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 Q1	$4.14M	Buy	33,302 +3,661	+12%	+$465K	0.51%	47
2025 Q4	$3.56M	Sell	29,641 -2,459	-8%	-$294K	0.44%	55
2025 Q3	$3.81M	Buy	32,100 +7,281	+29%	+$837K	0.51%	50
2025 Q2	$2.71M	Buy	24,819 +2,593	+12%	+$268K	0.47%	59
2025 Q1	$2.32M	Buy	22,226 +2,659	+14%	+$300K	0.48%	57
2024 Q4	$2.25M	Buy	19,567 +15,545	+386%	+$1.86M	0.45%	56
2024 Q3	$470K	Buy	4,022 +1,916	+91%	+$216K	0.11%	199
2024 Q2	$225K	Buy	+2,106	New	+$225K	0.07%	242

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

United Advisor Group's IJR Position: Q1 2026 in Review

United Advisor Group increased its iShares Core S&P Small-Cap ETF (IJR) stake by 12% in Q1 2026, buying an estimated $465K and bringing the position to 33,302 shares worth $4.14M. The position accounts for 0.51% of the portfolio, ranked #47.

United Advisor Group first reported a position in IJR in Q2 2024 and has held it in 8 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

United Advisor Group held 33,302 shares of iShares Core S&P Small-Cap ETF worth $4.14M as of Q1 2026.
United Advisor Group bought 3,661 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $465K.
iShares Core S&P Small-Cap ETF made up 0.51% of United Advisor Group's portfolio in Q1 2026, its #47 holding.
United Advisor Group first reported a position in iShares Core S&P Small-Cap ETF in Q2 2024 and has held it in 8 quarters since.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.