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

First United Bank & Trust’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	$62.4K	Buy	421 +326	+343%	+$44.7K	0.02%	229
2026 Q1	$11.8K	Hold	95	–	–	﹤0.01%	316
2025 Q4	$11.4K	Hold	95	–	–	﹤0.01%	311
2025 Q3	$11.3K	Hold	95	–	–	﹤0.01%	322
2025 Q2	$10.4K	Hold	95	–	–	﹤0.01%	304
2025 Q1	$9.93K	Sell	95 -40	-30%	-$4.51K	﹤0.01%	314
2024 Q4	$15.6K	Hold	135	–	–	0.01%	296
2024 Q3	$15.8K	Hold	135	–	–	0.01%	291
2024 Q2	$14.4K	Sell	135 -20	-13%	-$2.14K	0.01%	311
2024 Q1	$17.1K	Hold	155	–	–	0.01%	316
2023 Q4	$16.8K	Buy	+155	New	+$14.9K	0.01%	317

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

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

First United Bank & Trust increased its iShares Core S&P Small-Cap ETF (IJR) stake by 343% in Q2 2026, buying an estimated $44.7K and bringing the position to 421 shares worth $62.4K. The position accounts for 0.02% of the portfolio, ranked #229.

First United Bank & Trust first reported a position in IJR in Q4 2023 and has held it in 11 quarters since. 2,833 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

First United Bank & Trust held 421 shares of iShares Core S&P Small-Cap ETF worth $62.4K as of Q2 2026.
First United Bank & Trust bought 326 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $44.7K.
iShares Core S&P Small-Cap ETF made up 0.02% of First United Bank & Trust's portfolio in Q2 2026, its #229 holding.
First United Bank & Trust first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,833 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

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