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 Q2	$3.59M	Buy	24,222 +681	+3%	+$93.5K	1.11%	17
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 $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 22.96% 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

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

United Community Bank increased its iShares Core S&P Small-Cap ETF (IJR) stake by 2.9% in Q2 2026, buying an estimated $93.5K and bringing the position to 24,222 shares worth $3.59M. The position accounts for 1.11% of the portfolio, ranked #17.

United Community Bank first reported a position in IJR in Q3 2023 and has held it in 12 quarters since. 2,845 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

United Community Bank held 24,222 shares of iShares Core S&P Small-Cap ETF worth $3.59M as of Q2 2026.
United Community Bank bought 681 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $93.5K.
iShares Core S&P Small-Cap ETF made up 1.11% of United Community Bank's portfolio in Q2 2026, its #17 holding.
United Community Bank first reported a position in iShares Core S&P Small-Cap ETF in Q3 2023 and has held it in 12 quarters since.
2,845 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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