FUBT
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First United Bank & Trust’s iShares Russell 2000 ETF IWM Stock Holding History

First United Bank & Trust’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$110K Hold
365
– – 0.03% 190
2026
Q1 		$90.5K Hold
365
– – 0.03% 197
2025
Q4 		$89.8K Sell
365
-30
-8% -$7.38K 0.03% 191
2025
Q3 		$95.6K Sell
395
-60
-13% -$13.8K 0.03% 193
2025
Q2 		$98.2K Sell
455
-125
-22% -$25.2K 0.03% 184
2025
Q1 		$116K Sell
580
-40
-6% -$8.68K 0.04% 173
2024
Q4 		$137K Hold
620
– – 0.05% 159
2024
Q3 		$137K Sell
620
-5
-0.8% -$1.07K 0.05% 163
2024
Q2 		$127K Sell
625
-50
-7% -$10.1K 0.05% 169
2024
Q1 		$142K Sell
675
-42
-6% -$8.38K 0.05% 168
2023
Q4 		$144K Buy
+717
New +$128K 0.06% 163
2022
Q2 		– Sell
-984
Closed -$202K – 163
2022
Q1 		$202K Sell
984
-479
-33% -$97.7K 0.08% 159
2021
Q4 		$325K Hold
1,463
– – 0.12% 133
2021
Q3 		$320K Buy
1,463
+444
+44% +$98.4K 0.13% 129
2021
Q2 		$234K Sell
1,019
-25
-2% -$5.62K 0.1% 148
2021
Q1 		$231K Buy
+1,044
New +$228K 0.1% 144
2019
Q1 		– Sell
-1,890
Closed -$253K – 117
2018
Q4 		$253K Sell
1,890
-265
-12% -$39.5K 0.18% 105
2018
Q3 		$363K Sell
2,155
-235
-10% -$39.7K 0.23% 96
2018
Q2 		$391K Buy
2,390
+30
+1% +$4.8K 0.26% 89
2018
Q1 		$358K Sell
2,360
-90
-4% -$13.9K 0.24% 88
2017
Q4 		$374K Sell
2,450
-165
-6% -$24.8K 0.24% 88
2017
Q3 		$387K Sell
2,615
-2,880
-52% -$405K 0.26% 86
2017
Q2 		$774K Sell
5,495
-360
-6% -$49.8K 0.52% 68
2017
Q1 		$805K Sell
5,855
-525
-8% -$71.7K 0.56% 63
2016
Q4 		$860K Sell
6,380
-160
-2% -$20.4K 0.65% 56
2016
Q3 		$812K Buy
6,540
+216
+3% +$26.3K 0.67% 54
2016
Q2 		$727K Sell
6,324
-80
-1% -$9.03K 0.63% 57
2016
Q1 		$708K Sell
6,404
-522
-8% -$54K 0.65% 54
2015
Q4 		$780K Buy
6,926
+170
+3% +$19.6K 0.7% 52
2015
Q3 		$738K Sell
6,756
-245
-3% -$29K 0.72% 51
2015
Q2 		$874K Sell
7,001
-13
-0.2% -$1.62K 0.8% 43
2015
Q1 		$872K Sell
7,014
-60
-0.8% -$7.23K 0.79% 45
2014
Q4 		$846K Buy
7,074
+415
+6% +$47.5K 0.81% 49
2014
Q3 		$728K Buy
6,659
+335
+5% +$38.3K 0.74% 58
2014
Q2 		$751K Buy
6,324
+150
+2% +$17K 0.78% 55
2014
Q1 		$718K Buy
6,174
+330
+6% +$38.1K 0.77% 57
2013
Q4 		$674K Buy
5,844
+470
+9% +$51.9K 0.75% 56
2013
Q3 		$573K Buy
5,374
+579
+12% +$59.9K 0.69% 59
2013
Q2 		$465K Buy
+4,795
New +$458K 0.62% 60

Other funds holding IWM

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

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

First United Bank & Trust held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 365 shares worth $110K. The position accounts for 0.03% of the portfolio, ranked #190.

First United Bank & Trust first reported a position in IWM in Q2 2013 and has held it in 39 quarters since. The position peaked at $874K in Q2 2015. 936 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • First United Bank & Trust held 365 shares of iShares Russell 2000 ETF worth $110K as of Q2 2026.
  • First United Bank & Trust left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
  • iShares Russell 2000 ETF made up 0.03% of First United Bank & Trust's portfolio in Q2 2026, its #190 holding.
  • First United Bank & Trust first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 39 quarters since.
  • First United Bank & Trust's iShares Russell 2000 ETF position peaked at $874K in Q2 2015.
  • 936 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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