First United Bank & Trust’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-99	Closed	-$7.84K	–	426
2023 Q4	$7.84K	Buy	+99	New	+$7.26K	﹤0.01%	366
2019 Q2	–	Sell	-4,200	Closed	-$230K	–	123
2019 Q1	$230K	Sell	4,200 -280	-6%	-$14.8K	0.14%	112
2018 Q4	$214K	Sell	4,480 -400	-8%	-$20.9K	0.15%	113
2018 Q3	$284K	Hold	4,880	–	–	0.18%	106
2018 Q2	$274K	Hold	4,880	–	–	0.18%	99
2018 Q1	$266K	Sell	4,880 -720	-13%	-$39.8K	0.17%	97
2017 Q4	$302K	Hold	5,600	–	–	0.2%	95
2017 Q3	$283K	Hold	5,600	–	–	0.19%	98
2017 Q2	$275K	Hold	5,600	–	–	0.19%	98
2017 Q1	$267K	Hold	5,600	–	–	0.19%	99
2016 Q4	$255K	Hold	5,600	–	–	0.19%	97
2016 Q3	$245K	Hold	5,600	–	–	0.2%	89
2016 Q2	$237K	Hold	5,600	–	–	0.21%	86
2016 Q1	$228K	Hold	5,600	–	–	0.21%	77
2015 Q4	$225K	Hold	5,600	–	–	0.2%	87
2015 Q3	$220K	Hold	5,600	–	–	0.21%	88
2015 Q2	$237K	Hold	5,600	–	–	0.22%	87
2015 Q1	$240K	Buy	+5,600	New	+$232K	0.22%	84

Other funds holding IJK

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

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

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

First United Bank & Trust's IJK Position: Q1 2024 in Review

First United Bank & Trust sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2024, closing a stake of 99 shares — an estimated $7.84K sold.

First United Bank & Trust first reported a position in IJK in Q1 2015 and held it in 18 quarters. The position peaked at $302K in Q4 2017. 835 funds tracked by Wall St. Rank hold IJK as of Q1 2024.

First United Bank & Trust reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2024 after selling out during the quarter.
First United Bank & Trust sold 99 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2024, an estimated $7.84K.
First United Bank & Trust first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2015 and held it in 18 quarters.
First United Bank & Trust's iShares S&P Mid-Cap 400 Growth ETF position peaked at $302K in Q4 2017.
835 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2024.

Based on First United Bank & Trust's 13F filing for Q1 2024, filed 29 Apr 2024.