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

United Community 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 Q1	$2.93M	Sell	23,541 -2,348	-9%	-$298K	0.98%	21
2025 Q4	$3.11M	Buy	25,889 +2,044	+9%	+$244K	1.18%	16
2025 Q3	$2.83M	Buy	23,845 +4,978	+26%	+$573K	0.88%	23
2025 Q2	$2.06M	Sell	18,867 -4,541	-19%	-$469K	0.71%	31
2025 Q1	$2.45M	Buy	23,408 +4,471	+24%	+$505K	0.91%	21
2024 Q4	$2.18M	Sell	18,937 -135	-0.7%	-$16.1K	0.85%	28
2024 Q3	$2.23M	Sell	19,072 -538	-3%	-$60.8K	0.87%	24
2024 Q2	$2.09M	Sell	19,610 -1,497	-7%	-$160K	0.85%	24
2024 Q1	$2.33M	Sell	21,107 -61	-0.3%	-$6.48K	0.91%	24
2023 Q4	$2.29M	Sell	21,168 -2,003	-9%	-$193K	0.97%	19
2023 Q3	$2.19M	Buy	+23,171	New	+$2.31M	1.07%	16

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 Community Bank's IJR Position: Q1 2026 in Review

United Community Bank reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 9.1% in Q1 2026, selling an estimated $298K and leaving 23,541 shares worth $2.93M. The position accounts for 0.98% of the portfolio, ranked #21.

United Community Bank first reported a position in IJR in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.11M in Q4 2025. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

United Community Bank held 23,541 shares of iShares Core S&P Small-Cap ETF worth $2.93M as of Q1 2026.
United Community Bank sold 2,348 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $298K.
iShares Core S&P Small-Cap ETF made up 0.98% of United Community Bank's portfolio in Q1 2026, its #21 holding.
United Community Bank first reported a position in iShares Core S&P Small-Cap ETF in Q3 2023 and has held it in 11 quarters since.
United Community Bank's iShares Core S&P Small-Cap ETF position peaked at $3.11M in Q4 2025.
2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

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