First United Bank & Trust’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

First United Bank & Trust’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$171K	Hold	2,215	–	–	0.05%	157
2026 Q1	$150K	Hold	2,215	–	–	0.05%	163
2025 Q4	$146K	Sell	2,215 -500	-18%	-$32.8K	0.05%	162
2025 Q3	$177K	Buy	2,715 +500	+23%	+$32.1K	0.06%	159
2025 Q2	$137K	Sell	2,215 -85	-4%	-$4.99K	0.05%	163
2025 Q1	$134K	Sell	2,300 -275	-11%	-$17.1K	0.05%	164
2024 Q4	$160K	Hold	2,575	–	–	0.06%	155
2024 Q3	$160K	Sell	2,575 -350	-12%	-$21.1K	0.06%	158
2024 Q2	$171K	Hold	2,925	–	–	0.06%	154
2024 Q1	$178K	Hold	2,925	–	–	0.07%	155
2023 Q4	$162K	Buy	+2,925	New	+$148K	0.06%	160
2022 Q2	–	Sell	-4,035	Closed	-$217K	–	160
2022 Q1	$217K	Hold	4,035	–	–	0.09%	154
2021 Q4	$228K	Hold	4,035	–	–	0.08%	157
2021 Q3	$212K	Hold	4,035	–	–	0.09%	157
2021 Q2	$217K	Buy	+4,035	New	+$218K	0.09%	152
2018 Q4	–	Sell	-5,380	Closed	-$217K	–	121
2018 Q3	$217K	Hold	5,380	–	–	0.14%	114
2018 Q2	$210K	Buy	+5,380	New	+$208K	0.14%	108

Other funds holding IJH

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First United Bank & Trust's IJH Position: Q2 2026 in Review

First United Bank & Trust held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 2,215 shares worth $171K. The position accounts for 0.05% of the portfolio, ranked #157.

First United Bank & Trust first reported a position in IJH in Q2 2018 and has held it in 17 quarters since. The position peaked at $228K in Q4 2021. 2,729 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

First United Bank & Trust held 2,215 shares of iShares Core S&P Mid-Cap ETF worth $171K as of Q2 2026.
First United Bank & Trust left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.05% of First United Bank & Trust's portfolio in Q2 2026, its #157 holding.
First United Bank & Trust first reported a position in iShares Core S&P Mid-Cap ETF in Q2 2018 and has held it in 17 quarters since.
First United Bank & Trust's iShares Core S&P Mid-Cap ETF position peaked at $228K in Q4 2021.
2,729 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.