FUBT
IWF icon

First United Bank & Trust’s iShares Russell 1000 Growth ETF IWF Stock Holding History

First United Bank & Trust’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.59M Sell
28,950
-110
-0.4% -$13.3K 1.03% 24
2026
Q1 		$3.1M Sell
29,060
-1,448
-5% -$164K 1.01% 24
2025
Q4 		$3.61M Sell
30,508
-40
-0.1% -$4.74K 1.15% 25
2025
Q3 		$3.58M Sell
30,548
-80
-0.3% -$8.91K 1.16% 24
2025
Q2 		$3.25M Sell
30,628
-280
-0.9% -$26.8K 1.13% 25
2025
Q1 		$2.79M Sell
30,908
-452
-1% -$44.6K 1.04% 27
2024
Q4 		$3.15M Sell
31,360
-544
-2% -$53.5K 1.14% 25
2024
Q3 		$2.99M Sell
31,904
-828
-3% -$75.1K 1.08% 26
2024
Q2 		$2.98M Sell
32,732
-988
-3% -$84.4K 1.11% 24
2024
Q1 		$2.84M Sell
33,720
-660
-2% -$53.2K 1.05% 25
2023
Q4 		$2.61M Sell
34,380
-4,272
-11% -$302K 1.04% 28
2023
Q3 		$2.57M Sell
38,652
-1,020
-3% -$70.4K 1.2% 26
2023
Q2 		$2.73M Sell
39,672
-708
-2% -$45K 1.21% 23
2023
Q1 		$2.47M Sell
40,380
-472
-1% -$27.2K 1.16% 26
2022
Q4 		$2.19M Buy
40,852
+448
+1% +$24.6K 1.07% 31
2022
Q3 		$2.13M Sell
40,404
-500
-1% -$29.4K 1.07% 29
2022
Q2 		$2.24M Sell
40,904
-1,112
-3% -$66.8K 1.03% 29
2022
Q1 		$2.92M Sell
42,016
-1,332
-3% -$90.9K 1.15% 22
2021
Q4 		$3.31M Sell
43,348
-3,660
-8% -$271K 1.22% 21
2021
Q3 		$3.22M Sell
47,008
-24
-0.1% -$1.7K 1.31% 19
2021
Q2 		$3.19M Sell
47,032
-2,372
-5% -$153K 1.34% 19
2021
Q1 		$3M Sell
49,404
-4,580
-8% -$279K 1.28% 22
2020
Q4 		$3.25M Sell
53,984
-9,500
-15% -$541K 1.57% 17
2020
Q3 		$3.44M Sell
63,484
-4,168
-6% -$220K 1.93% 13
2020
Q2 		$3.25M Sell
67,652
-14,140
-17% -$623K 1.92% 12
2020
Q1 		$3.08M Sell
81,792
-3,060
-4% -$132K 2.2% 8
2019
Q4 		$3.73M Sell
84,852
-2,032
-2% -$84.8K 2.15% 8
2019
Q3 		$3.47M Sell
86,884
-5,560
-6% -$223K 2.18% 7
2019
Q2 		$3.64M Sell
92,444
-11,592
-11% -$449K 2.15% 7
2019
Q1 		$3.94M Sell
104,036
-14,188
-12% -$510K 2.43% 6
2018
Q4 		$3.87M Sell
118,224
-1,220
-1% -$43K 2.71% 6
2018
Q3 		$4.66M Sell
119,444
-26,296
-18% -$996K 2.92% 4
2018
Q2 		$5.24M Sell
145,740
-10,500
-7% -$371K 3.47% 3
2018
Q1 		$5.32M Sell
156,240
-3,180
-2% -$111K 3.5% 4
2017
Q4 		$5.37M Sell
159,420
-10,760
-6% -$353K 3.5% 4
2017
Q3 		$5.32M Sell
170,180
-25,980
-13% -$795K 3.56% 3
2017
Q2 		$5.84M Sell
196,160
-11,424
-6% -$335K 3.96% 3
2017
Q1 		$5.91M Sell
207,584
-9,808
-5% -$272K 4.14% 2
2016
Q4 		$5.7M Buy
217,392
+6,772
+3% +$176K 4.3% 2
2016
Q3 		$5.49M Buy
210,620
+4,384
+2% +$114K 4.53% 2
2016
Q2 		$5.17M Sell
206,236
-3,600
-2% -$89.9K 4.48% 2
2016
Q1 		$5.23M Sell
209,836
-4,980
-2% -$118K 4.81% 2
2015
Q4 		$5.34M Buy
214,816
+2,176
+1% +$54.3K 4.83% 2
2015
Q3 		$4.94M Buy
212,640
+9,740
+5% +$240K 4.82% 2
2015
Q2 		$5.02M Sell
202,900
-7,400
-4% -$186K 4.58% 2
2015
Q1 		$5.2M Buy
210,300
+7,920
+4% +$193K 4.72% 2
2014
Q4 		$4.84M Buy
202,380
+24,660
+14% +$577K 4.66% 2
2014
Q3 		$4.07M Buy
177,720
+8,240
+5% +$189K 4.16% 2
2014
Q2 		$3.85M Buy
169,480
+2,684
+2% +$58.9K 4.01% 2
2014
Q1 		$3.61M Sell
166,796
-5,280
-3% -$113K 3.89% 2
2013
Q4 		$3.7M Buy
172,076
+6,860
+4% +$141K 4.09% 2
2013
Q3 		$3.23M Buy
165,216
+8,680
+6% +$166K 3.91% 2
2013
Q2 		$2.85M Buy
+156,536
New +$2.87M 3.83% 2

Other funds holding IWF

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SMCL
Sun Mountain Capital Ltd Tortola $184M AUM
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

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

First United Bank & Trust reduced its iShares Russell 1000 Growth ETF (IWF) stake by 0.38% in Q2 2026, selling an estimated $13.3K and leaving 28,950 shares worth $3.59M. The position accounts for 1.03% of the portfolio, ranked #24.

First United Bank & Trust first reported a position in IWF in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.91M in Q1 2017. 898 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

  • First United Bank & Trust held 28,950 shares of iShares Russell 1000 Growth ETF worth $3.59M as of Q2 2026.
  • First United Bank & Trust sold 110 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $13.3K.
  • iShares Russell 1000 Growth ETF made up 1.03% of First United Bank & Trust's portfolio in Q2 2026, its #24 holding.
  • First United Bank & Trust first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • First United Bank & Trust's iShares Russell 1000 Growth ETF position peaked at $5.91M in Q1 2017.
  • 898 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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