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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
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

HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HFBOT
Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

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

First United Bank & Trust held its iShares S&P Small-Cap 600 Value ETF (IJS) position steady in Q2 2026 at 150 shares worth $20.5K. 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 11 quarters since. The position peaked at $21.7K in Q4 2024. 289 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

  • First United Bank & Trust held 150 shares of iShares S&P Small-Cap 600 Value ETF worth $20.5K as of Q2 2026.
  • First United Bank & Trust left its iShares S&P Small-Cap 600 Value ETF share count unchanged in Q2 2026.
  • iShares S&P Small-Cap 600 Value ETF made up 0.01% of First United Bank & Trust's portfolio in Q2 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 11 quarters since.
  • First United Bank & Trust's iShares S&P Small-Cap 600 Value ETF position peaked at $21.7K in Q4 2024.
  • 289 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

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