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First United Bank & Trust’s iShares Core S&P 500 ETF IVV Stock Holding History

First United Bank & Trust’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.97M Sell
6,634
-20
-0.3% -$14.6K 1.43% 18
2026
Q1 		$4.35M Sell
6,654
-64
-1% -$43.7K 1.41% 18
2025
Q4 		$4.6M Hold
6,718
– – 1.47% 20
2025
Q3 		$4.5M Sell
6,718
-30
-0.4% -$19.3K 1.46% 19
2025
Q2 		$4.19M Hold
6,748
– – 1.46% 18
2025
Q1 		$3.79M Buy
6,748
+173
+3% +$102K 1.42% 19
2024
Q4 		$3.87M Buy
6,575
+16
+0.2% +$9.47K 1.41% 19
2024
Q3 		$3.78M Sell
6,559
-25
-0.4% -$13.9K 1.36% 22
2024
Q2 		$3.6M Sell
6,584
-5
-0.1% -$2.63K 1.34% 19
2024
Q1 		$3.46M Sell
6,589
-60
-0.9% -$30K 1.28% 22
2023
Q4 		$3.18M Sell
6,649
-84
-1% -$37.6K 1.27% 20
2023
Q3 		$2.89M Sell
6,733
-212
-3% -$94.8K 1.35% 18
2023
Q2 		$3.1M Buy
6,945
+337
+5% +$142K 1.37% 16
2023
Q1 		$2.72M Sell
6,608
-80
-1% -$32.1K 1.27% 19
2022
Q4 		$2.57M Sell
6,688
-81
-1% -$31.3K 1.25% 24
2022
Q3 		$2.43M Hold
6,769
– – 1.22% 23
2022
Q2 		$2.57M Sell
6,769
-411
-6% -$169K 1.18% 23
2022
Q1 		$3.26M Sell
7,180
-45
-0.6% -$20.1K 1.28% 20
2021
Q4 		$3.45M Sell
7,225
-42
-0.6% -$19.4K 1.27% 19
2021
Q3 		$3.13M Buy
7,267
+1,100
+18% +$487K 1.28% 21
2021
Q2 		$2.65M Sell
6,167
-1,209
-16% -$506K 1.11% 25
2021
Q1 		$2.93M Buy
7,376
+5,433
+280% +$2.1M 1.25% 24
2020
Q4 		$729K Buy
1,943
+949
+95% +$338K 0.35% 78
2020
Q3 		$334K Hold
994
– – 0.19% 97
2020
Q2 		$308K Sell
994
-922
-48% -$271K 0.18% 98
2020
Q1 		$495K Sell
1,916
-20
-1% -$6.13K 0.35% 79
2019
Q4 		$626K Buy
1,936
+15
+0.8% +$4.64K 0.36% 79
2019
Q3 		$573K Hold
1,921
– – 0.36% 81
2019
Q2 		$566K Sell
1,921
-2
-0.1% -$580 0.33% 83
2019
Q1 		$547K Buy
1,923
+892
+87% +$244K 0.34% 81
2018
Q4 		$259K Hold
1,031
– – 0.18% 103
2018
Q3 		$302K Hold
1,031
– – 0.19% 102
2018
Q2 		$282K Buy
+1,031
New +$280K 0.19% 96

Other funds holding IVV

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AG
AIA Group Hong Kong $7.95B AUM 28.94% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

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

First United Bank & Trust reduced its iShares Core S&P 500 ETF (IVV) stake by 0.3% in Q2 2026, selling an estimated $14.6K and leaving 6,634 shares worth $4.97M. The position accounts for 1.43% of the portfolio, ranked #18.

First United Bank & Trust first reported a position in IVV in Q2 2018 and has held it in 33 quarters since. 2,137 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

  • First United Bank & Trust held 6,634 shares of iShares Core S&P 500 ETF worth $4.97M as of Q2 2026.
  • First United Bank & Trust sold 20 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $14.6K.
  • iShares Core S&P 500 ETF made up 1.43% of First United Bank & Trust's portfolio in Q2 2026, its #18 holding.
  • First United Bank & Trust first reported a position in iShares Core S&P 500 ETF in Q2 2018 and has held it in 33 quarters since.
  • 2,137 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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