First United Bank & Trust’s iShares Russell 1000 Value ETF IWD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$934K	Sell	3,852 -15	-0.4%	-$3.49K	0.27%	80
2026 Q1	$826K	Hold	3,867	–	–	0.27%	75
2025 Q4	$813K	Hold	3,867	–	–	0.26%	82
2025 Q3	$787K	Sell	3,867 -135	-3%	-$26.9K	0.26%	82
2025 Q2	$777K	Sell	4,002 -150	-4%	-$27.8K	0.27%	79
2025 Q1	$781K	Hold	4,152	–	–	0.29%	72
2024 Q4	$769K	Sell	4,152 -35	-0.8%	-$6.71K	0.28%	75
2024 Q3	$795K	Hold	4,187	–	–	0.29%	77
2024 Q2	$731K	Hold	4,187	–	–	0.27%	79
2024 Q1	$750K	Sell	4,187 -230	-5%	-$38.9K	0.28%	78
2023 Q4	$730K	Sell	4,417 -130	-3%	-$20.1K	0.29%	78
2023 Q3	$690K	Sell	4,547 -116	-2%	-$18.4K	0.32%	78
2023 Q2	$736K	Sell	4,663 -204	-4%	-$31.2K	0.33%	80
2023 Q1	$741K	Sell	4,867 -286	-6%	-$44.2K	0.35%	75
2022 Q4	$781K	Sell	5,153 -60	-1%	-$8.98K	0.38%	71
2022 Q3	$709K	Sell	5,213 -65	-1%	-$9.77K	0.36%	72
2022 Q2	$765K	Sell	5,278 -1,425	-21%	-$223K	0.35%	77
2022 Q1	$1.11M	Sell	6,703 -245	-4%	-$40.2K	0.44%	62
2021 Q4	$1.17M	Sell	6,948 -449	-6%	-$73.6K	0.43%	69
2021 Q3	$1.16M	Buy	7,397 +903	+14%	+$145K	0.47%	65
2021 Q2	$1.03M	Sell	6,494 -205	-3%	-$32.5K	0.43%	68
2021 Q1	$1.01M	Sell	6,699 -1,100	-14%	-$159K	0.43%	70
2020 Q4	$1.07M	Sell	7,799 -130	-2%	-$16.7K	0.51%	64
2020 Q3	$937K	Sell	7,929 -505	-6%	-$59.9K	0.52%	64
2020 Q2	$950K	Sell	8,434 -812	-9%	-$89.3K	0.56%	62
2020 Q1	$917K	Sell	9,246 -4,323	-32%	-$539K	0.66%	54
2019 Q4	$1.85M	Sell	13,569 -44	-0.3%	-$5.8K	1.07%	27
2019 Q3	$1.75M	Sell	13,613 -345	-2%	-$43.8K	1.1%	29
2019 Q2	$1.78M	Sell	13,958 -4,525	-24%	-$566K	1.05%	31
2019 Q1	$2.28M	Sell	18,483 -4,360	-19%	-$524K	1.41%	22
2018 Q4	$2.54M	Sell	22,843 -1,030	-4%	-$123K	1.78%	12
2018 Q3	$3.02M	Sell	23,873 -1,422	-6%	-$179K	1.89%	9
2018 Q2	$3.07M	Sell	25,295 -2,062	-8%	-$251K	2.03%	7
2018 Q1	$3.28M	Sell	27,357 -963	-3%	-$120K	2.16%	8
2017 Q4	$3.52M	Sell	28,320 -3,550	-11%	-$430K	2.3%	7
2017 Q3	$3.78M	Sell	31,870 -8,506	-21%	-$991K	2.53%	6
2017 Q2	$4.7M	Sell	40,376 -6,013	-13%	-$692K	3.19%	4
2017 Q1	$5.33M	Sell	46,389 -2,085	-4%	-$239K	3.74%	4
2016 Q4	$5.43M	Buy	48,474 +1,423	+3%	+$154K	4.1%	3
2016 Q3	$4.97M	Buy	47,051 +490	+1%	+$51.7K	4.11%	3
2016 Q2	$4.81M	Buy	46,561 +2,225	+5%	+$225K	4.16%	3
2016 Q1	$4.38M	Buy	44,336 +549	+1%	+$51.4K	4.03%	4
2015 Q4	$4.29M	Buy	43,787 +1,630	+4%	+$162K	3.87%	4
2015 Q3	$3.93M	Buy	42,157 +2,650	+7%	+$263K	3.84%	4
2015 Q2	$4.08M	Buy	39,507 +195	+0.5%	+$20.4K	3.72%	4
2015 Q1	$4.05M	Buy	39,312 +5,565	+16%	+$577K	3.68%	4
2014 Q4	$3.52M	Buy	33,747 +4,495	+15%	+$458K	3.39%	4
2014 Q3	$2.93M	Buy	29,252 +2,960	+11%	+$300K	2.99%	4
2014 Q2	$2.66M	Buy	26,292 +1,866	+8%	+$183K	2.77%	4
2014 Q1	$2.36M	Buy	24,426 +2,070	+9%	+$194K	2.54%	5
2013 Q4	$2.1M	Buy	22,356 +1,260	+6%	+$114K	2.33%	8
2013 Q3	$1.82M	Buy	21,096 +745	+4%	+$64.7K	2.2%	10
2013 Q2	$1.71M	Buy	+20,351	New	+$1.7M	2.29%	10

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

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

First United Bank & Trust reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.39% in Q2 2026, selling an estimated $3.49K and leaving 3,852 shares worth $934K. The position accounts for 0.27% of the portfolio, ranked #80.

First United Bank & Trust first reported a position in IWD in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.43M in Q4 2016. 695 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

First United Bank & Trust held 3,852 shares of iShares Russell 1000 Value ETF worth $934K as of Q2 2026.
First United Bank & Trust sold 15 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $3.49K.
iShares Russell 1000 Value ETF made up 0.27% of First United Bank & Trust's portfolio in Q2 2026, its #80 holding.
First United Bank & Trust first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 53 quarters since.
First United Bank & Trust's iShares Russell 1000 Value ETF position peaked at $5.43M in Q4 2016.
695 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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