First United Bank & Trust’s iShares S&P 500 Value ETF IVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-25	Closed	-$4.77K	–	415
2024 Q4	$4.77K	Hold	25	–	–	﹤0.01%	345
2024 Q3	$4.93K	Sell	25 -20	-44%	-$3.8K	﹤0.01%	344
2024 Q2	$8.19K	Hold	45	–	–	﹤0.01%	334
2024 Q1	$8.41K	Hold	45	–	–	﹤0.01%	355
2023 Q4	$7.83K	Buy	+45	New	+$7.23K	﹤0.01%	367

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

First United Bank & Trust's IVE Position: Q1 2025 in Review

First United Bank & Trust sold out of iShares S&P 500 Value ETF (IVE) in Q1 2025, closing a stake of 25 shares — an estimated $4.77K sold.

First United Bank & Trust first reported a position in IVE in Q4 2023 and held it in 5 quarters. The position peaked at $8.41K in Q1 2024. 1,539 funds tracked by Wall St. Rank hold IVE as of Q1 2025.

First United Bank & Trust reported no remaining iShares S&P 500 Value ETF position as of Q1 2025 after selling out during the quarter.
First United Bank & Trust sold 25 iShares S&P 500 Value ETF shares in Q1 2025, an estimated $4.77K.
First United Bank & Trust first reported a position in iShares S&P 500 Value ETF in Q4 2023 and held it in 5 quarters.
First United Bank & Trust's iShares S&P 500 Value ETF position peaked at $8.41K in Q1 2024.
1,539 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2025.

Based on First United Bank & Trust's 13F filing for Q1 2025, filed 15 Apr 2025.