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

First United Bank & Trust’s Portfolio IJT Stock Details IJT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$98.2K Hold
550
– – 0.03% 200
2026
Q1 		$79.6K Hold
550
– – 0.03% 205
2025
Q4 		$77.6K Hold
550
– – 0.02% 201
2025
Q3 		$77.8K Hold
550
– – 0.03% 206
2025
Q2 		$73.2K Sell
550
-120
-18% -$15K 0.03% 195
2025
Q1 		$83.4K Hold
670
– – 0.03% 193
2024
Q4 		$90.7K Hold
670
– – 0.03% 184
2024
Q3 		$93.5K Sell
670
-1,000
-60% -$135K 0.03% 185
2024
Q2 		$214K Hold
1,670
– – 0.08% 145
2024
Q1 		$218K Hold
1,670
– – 0.08% 146
2023
Q4 		$209K Buy
+1,670
New +$187K 0.08% 145
2023
Q3 		– Sell
-1,860
Closed -$214K – 141
2023
Q2 		$214K Hold
1,860
– – 0.09% 140
2023
Q1 		$204K Hold
1,860
– – 0.1% 141
2022
Q4 		$201K Buy
+1,860
New +$204K 0.1% 141
2022
Q2 		– Sell
-2,140
Closed -$268K – 161
2022
Q1 		$268K Sell
2,140
-255
-11% -$32.1K 0.11% 142
2021
Q4 		$332K Hold
2,395
– – 0.12% 129
2021
Q3 		$311K Sell
2,395
-205
-8% -$27K 0.13% 131
2021
Q2 		$345K Sell
2,600
-166
-6% -$21.6K 0.14% 122
2021
Q1 		$355K Buy
2,766
+158
+6% +$20.1K 0.15% 115
2020
Q4 		$298K Buy
+2,608
New +$266K 0.14% 112

Other funds holding IJT

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $699M AUM 24.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

First United Bank & Trust held its iShares S&P Small-Cap 600 Growth ETF (IJT) position steady in Q2 2026 at 550 shares worth $98.2K. The position accounts for 0.03% of the portfolio, ranked #200.

First United Bank & Trust first reported a position in IJT in Q4 2020 and has held it in 20 quarters since. The position peaked at $355K in Q1 2021. 387 funds tracked by Wall St. Rank hold IJT as of Q2 2026.

  • First United Bank & Trust held 550 shares of iShares S&P Small-Cap 600 Growth ETF worth $98.2K as of Q2 2026.
  • First United Bank & Trust left its iShares S&P Small-Cap 600 Growth ETF share count unchanged in Q2 2026.
  • iShares S&P Small-Cap 600 Growth ETF made up 0.03% of First United Bank & Trust's portfolio in Q2 2026, its #200 holding.
  • First United Bank & Trust first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q4 2020 and has held it in 20 quarters since.
  • First United Bank & Trust's iShares S&P Small-Cap 600 Growth ETF position peaked at $355K in Q1 2021.
  • 387 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q2 2026.

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