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

First United Bank & Trust’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$117K Buy
527
+77
+17% +$16.1K 0.03% 183
2026
Q1 		$85.3K Hold
450
– – 0.03% 201
2025
Q4 		$81.5K Hold
450
– – 0.03% 196
2025
Q3 		$79.6K Hold
450
– – 0.03% 203
2025
Q2 		$71K Sell
450
-120
-21% -$17.9K 0.02% 197
2025
Q1 		$86.1K Sell
570
-71
-11% -$11.5K 0.03% 191
2024
Q4 		$105K Sell
641
-10
-2% -$1.71K 0.04% 171
2024
Q3 		$109K Sell
651
-60
-8% -$9.75K 0.04% 178
2024
Q2 		$108K Hold
711
– – 0.04% 178
2024
Q1 		$113K Sell
711
-33
-4% -$5K 0.04% 181
2023
Q4 		$116K Buy
+744
New +$103K 0.05% 179
2021
Q2 		– Sell
-1,304
Closed -$208K – 165
2021
Q1 		$208K Buy
+1,304
New +$197K 0.09% 153
2020
Q1 		– Sell
-1,939
Closed -$249K – 122
2019
Q4 		$249K Sell
1,939
-45
-2% -$5.56K 0.14% 113
2019
Q3 		$237K Sell
1,984
-502
-20% -$59.3K 0.15% 112
2019
Q2 		$300K Sell
2,486
-360
-13% -$43.5K 0.18% 105
2019
Q1 		$341K Sell
2,846
-1,706
-37% -$204K 0.21% 100
2018
Q4 		$489K Sell
4,552
-238
-5% -$28.6K 0.34% 78
2018
Q3 		$637K Sell
4,790
-510
-10% -$68.7K 0.4% 77
2018
Q2 		$699K Sell
5,300
-120
-2% -$15.5K 0.46% 70
2018
Q1 		$661K Sell
5,420
-170
-3% -$21.3K 0.43% 70
2017
Q4 		$703K Sell
5,590
-170
-3% -$21.2K 0.46% 68
2017
Q3 		$715K Sell
5,760
-1,150
-17% -$136K 0.48% 66
2017
Q2 		$821K Sell
6,910
-1,520
-18% -$179K 0.56% 64
2017
Q1 		$996K Sell
8,430
-1,345
-14% -$160K 0.7% 51
2016
Q4 		$1.16M Buy
9,775
+97
+1% +$10.7K 0.88% 39
2016
Q3 		$1.01M Sell
9,678
-20
-0.2% -$2.05K 0.84% 43
2016
Q2 		$943K Sell
9,698
-297
-3% -$28.3K 0.82% 46
2016
Q1 		$931K Sell
9,995
-2,191
-18% -$190K 0.86% 44
2015
Q4 		$1.12M Sell
12,186
-1,904
-14% -$181K 1.01% 36
2015
Q3 		$1.27M Sell
14,090
-390
-3% -$37.4K 1.24% 30
2015
Q2 		$1.48M Sell
14,480
-267
-2% -$27.5K 1.35% 28
2015
Q1 		$1.52M Sell
14,747
-325
-2% -$32.8K 1.38% 25
2014
Q4 		$1.53M Buy
15,072
+4,492
+42% +$440K 1.47% 25
2014
Q3 		$990K Buy
10,580
+1,264
+14% +$125K 1.01% 41
2014
Q2 		$962K Buy
9,316
+273
+3% +$27.1K 1% 42
2014
Q1 		$912K Buy
9,043
+1,555
+21% +$153K 0.98% 41
2013
Q4 		$745K Buy
7,488
+1,465
+24% +$140K 0.83% 52
2013
Q3 		$552K Buy
6,023
+841
+16% +$75.8K 0.67% 61
2013
Q2 		$445K Buy
+5,182
New +$439K 0.6% 63

Other funds holding IWN

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

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

First United Bank & Trust increased its iShares Russell 2000 Value ETF (IWN) stake by 17% in Q2 2026, buying an estimated $16.1K and bringing the position to 527 shares worth $117K. The position accounts for 0.03% of the portfolio, ranked #183.

First United Bank & Trust first reported a position in IWN in Q2 2013 and has held it in 39 quarters since. The position peaked at $1.53M in Q4 2014. 496 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

  • First United Bank & Trust held 527 shares of iShares Russell 2000 Value ETF worth $117K as of Q2 2026.
  • First United Bank & Trust bought 77 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $16.1K.
  • iShares Russell 2000 Value ETF made up 0.03% of First United Bank & Trust's portfolio in Q2 2026, its #183 holding.
  • First United Bank & Trust first reported a position in iShares Russell 2000 Value ETF in Q2 2013 and has held it in 39 quarters since.
  • First United Bank & Trust's iShares Russell 2000 Value ETF position peaked at $1.53M in Q4 2014.
  • 496 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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