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First United Bank & Trust’s iShares S&P 500 Growth ETF IVW Stock Holding History

First United Bank & Trust’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-100
Closed -$10.2K – 416
2024
Q4 		$10.2K Hold
100
– – ﹤0.01% 310
2024
Q3 		$9.57K Sell
100
-40
-29% -$3.69K ﹤0.01% 313
2024
Q2 		$13K Hold
140
– – ﹤0.01% 317
2024
Q1 		$11.8K Hold
140
– – ﹤0.01% 338
2023
Q4 		$10.5K Buy
+140
New +$9.96K ﹤0.01% 345

Other funds holding IVW

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

First United Bank & Trust sold out of iShares S&P 500 Growth ETF (IVW) in Q1 2025, closing a stake of 100 shares — an estimated $10.2K sold.

First United Bank & Trust first reported a position in IVW in Q4 2023 and held it in 5 quarters. The position peaked at $13K in Q2 2024. 1,831 funds tracked by Wall St. Rank hold IVW as of Q1 2025.

  • First United Bank & Trust reported no remaining iShares S&P 500 Growth ETF position as of Q1 2025 after selling out during the quarter.
  • First United Bank & Trust sold 100 iShares S&P 500 Growth ETF shares in Q1 2025, an estimated $10.2K.
  • First United Bank & Trust first reported a position in iShares S&P 500 Growth ETF in Q4 2023 and held it in 5 quarters.
  • First United Bank & Trust's iShares S&P 500 Growth ETF position peaked at $13K in Q2 2024.
  • 1,831 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2025.

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