First United Bank & Trust’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $95.6K | Sell |
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|
2025
Q2 | $98.2K | Sell |
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|
2025
Q1 | $116K | Sell |
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|
2024
Q4 | $137K | Hold |
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|
2024
Q3 | $137K | Sell |
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|
2024
Q2 | $127K | Sell |
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|
2024
Q1 | $142K | Sell |
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|
2023
Q4 | $144K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $202K | Sell |
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|
2021
Q4 | $325K | Hold |
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|
2021
Q3 | $320K | Buy |
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|
2021
Q2 | $234K | Sell |
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|
2021
Q1 | $231K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $253K | Sell |
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|
2018
Q3 | $363K | Sell |
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|
2018
Q2 | $391K | Buy |
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|
2018
Q1 | $358K | Sell |
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|
2017
Q4 | $374K | Sell |
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|
2017
Q3 | $387K | Sell |
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|
2017
Q2 | $774K | Sell |
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|
2017
Q1 | $805K | Sell |
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|
2016
Q4 | $860K | Sell |
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|
2016
Q3 | $812K | Buy |
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|
2016
Q2 | $727K | Sell |
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|
2016
Q1 | $708K | Sell |
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|
2015
Q4 | $780K | Buy |
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|
2015
Q3 | $738K | Sell |
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|
2015
Q2 | $874K | Sell |
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|
2015
Q1 | $872K | Sell |
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|
2014
Q4 | $846K | Buy |
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|
2014
Q3 | $728K | Buy |
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|
2014
Q2 | $751K | Buy |
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|
2014
Q1 | $718K | Buy |
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|
2013
Q4 | $674K | Buy |
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|
2013
Q3 | $573K | Buy |
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|
2013
Q2 | $465K | Buy |
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