United Community Bank’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$158K	Sell	1,191 -1,024	-46%	-$140K	0.05%	226
2025 Q4	$291K	Hold	2,215	–	–	0.11%	138
2025 Q3	$287K	Hold	2,215	–	–	0.09%	173
2025 Q2	$274K	Sell	2,215 -60	-3%	-$7.06K	0.09%	161
2025 Q1	$272K	Sell	2,275 -353	-13%	-$44.2K	0.1%	154
2024 Q4	$328K	Hold	2,628	–	–	0.13%	132
2024 Q3	$325K	Hold	2,628	–	–	0.13%	131
2024 Q2	$298K	Sell	2,628 -374	-12%	-$42.7K	0.12%	143
2024 Q1	$355K	Sell	3,002 -837	-22%	-$94.2K	0.14%	124
2023 Q4	$438K	Sell	3,839 -1,243	-24%	-$128K	0.19%	106
2023 Q3	$513K	Buy	+5,082	New	+$543K	0.25%	80

Other funds holding IJJ

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

DADC

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

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

CFB

Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return

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

United Community Bank reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 46% in Q1 2026, selling an estimated $140K and leaving 1,191 shares worth $158K. The position accounts for 0.05% of the portfolio, ranked #226.

United Community Bank first reported a position in IJJ in Q3 2023 and has held it in 11 quarters since. The position peaked at $513K in Q3 2023. 842 funds tracked by Wall St. Rank hold IJJ as of Q1 2026.

United Community Bank held 1,191 shares of iShares S&P Mid-Cap 400 Value ETF worth $158K as of Q1 2026.
United Community Bank sold 1,024 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $140K.
iShares S&P Mid-Cap 400 Value ETF made up 0.05% of United Community Bank's portfolio in Q1 2026, its #226 holding.
United Community Bank first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2023 and has held it in 11 quarters since.
United Community Bank's iShares S&P Mid-Cap 400 Value ETF position peaked at $513K in Q3 2023.
842 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2026.

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