First United Bank & Trust’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$19.2K	Hold	150	–	–	0.01%	301
2026 Q2	$20.5K	Hold	150	–	–	0.01%	301
2026 Q1	$17.8K	Hold	150	–	–	0.01%	301
2025 Q4	$17.1K	Hold	150	–	–	0.01%	298
2025 Q3	$16.6K	Hold	150	–	–	0.01%	302
2025 Q2	$14.9K	Sell	150 -50	-25%	-$4.72K	0.01%	294
2025 Q1	$19.5K	Hold	200	–	–	0.01%	284
2024 Q4	$21.7K	Hold	200	–	–	0.01%	277
2024 Q3	$21.5K	Hold	200	–	–	0.01%	277
2024 Q2	$19.5K	Hold	200	–	–	0.01%	296
2024 Q1	$20.6K	Hold	200	–	–	0.01%	304
2023 Q4	$20.6K	Buy	+200	New	+$18.2K	0.01%	300

Other funds holding IJS

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

First United Bank & Trust's IJS Position: Q3 2026 in Review

First United Bank & Trust held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q3 2026 at 150 shares worth $19.2K. The position accounts for 0.01% of the portfolio, ranked #301.

First United Bank & Trust first reported a position in IJS in Q4 2023 and has held it in 12 quarters since. The position peaked at $21.7K in Q4 2024. 635 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

First United Bank & Trust held 150 shares of iShares S&P Small-Cap 600 Value ETF worth $19.2K as of Q3 2026.
First United Bank & Trust left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q3 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.01% of First United Bank & Trust's portfolio in Q3 2026, its #301 holding.
First United Bank & Trust first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and has held it in 12 quarters since.
First United Bank & Trust's iShares S&P Small-Cap 600 Value ETF position peaked at $21.7K in Q4 2024.
635 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on First United Bank & Trust's 13F filing for Q3 2026, filed 22 Oct 2026.