First United Bank & Trust’s iShares Russell 2000 Growth ETF IWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$199K	Sell	505 -5	-1%	-$1.82K	0.06%	153
2026 Q1	$160K	Sell	510 -2	-0.4%	-$665	0.05%	155
2025 Q4	$165K	Hold	512	–	–	0.05%	155
2025 Q3	$164K	Hold	512	–	–	0.05%	162
2025 Q2	$146K	Sell	512 -50	-9%	-$13.2K	0.05%	160
2025 Q1	$144K	Sell	562 -36	-6%	-$10.2K	0.05%	161
2024 Q4	$172K	Hold	598	–	–	0.06%	152
2024 Q3	$170K	Sell	598 -20	-3%	-$5.48K	0.06%	156
2024 Q2	$162K	Hold	618	–	–	0.06%	158
2024 Q1	$167K	Hold	618	–	–	0.06%	159
2023 Q4	$156K	Buy	+618	New	+$139K	0.06%	161
2022 Q1	–	Sell	-949	Closed	-$278K	–	165
2021 Q4	$278K	Sell	949 -65	-6%	-$19.6K	0.1%	147
2021 Q3	$298K	Buy	1,014 +13	+1%	+$3.9K	0.12%	133
2021 Q2	$312K	Hold	1,001	–	–	0.13%	128
2021 Q1	$301K	Buy	1,001 +25	+3%	+$7.76K	0.13%	125
2020 Q4	$280K	Sell	976 -50	-5%	-$12.7K	0.14%	116
2020 Q3	$227K	Sell	1,026 -55	-5%	-$12K	0.13%	116
2020 Q2	$224K	Buy	+1,081	New	+$202K	0.13%	112
2020 Q1	–	Sell	-1,140	Closed	-$244K	–	123
2019 Q4	$244K	Sell	1,140 -410	-26%	-$83.2K	0.14%	116
2019 Q3	$299K	Sell	1,550 -145	-9%	-$28.7K	0.19%	102
2019 Q2	$340K	Sell	1,695 -265	-14%	-$52.4K	0.2%	101
2019 Q1	$385K	Sell	1,960 -532	-21%	-$101K	0.24%	95
2018 Q4	$419K	Sell	2,492 -315	-11%	-$58.7K	0.29%	83
2018 Q3	$604K	Sell	2,807 -220	-7%	-$46.9K	0.38%	78
2018 Q2	$618K	Sell	3,027 -45	-1%	-$9K	0.41%	77
2018 Q1	$585K	Sell	3,072 -88	-3%	-$16.9K	0.38%	76
2017 Q4	$590K	Sell	3,160 -274	-8%	-$50K	0.39%	73
2017 Q3	$615K	Sell	3,434 -1,020	-23%	-$173K	0.41%	72
2017 Q2	$752K	Sell	4,454 -70	-2%	-$11.5K	0.51%	70
2017 Q1	$731K	Sell	4,524 -620	-12%	-$98.4K	0.51%	65
2016 Q4	$792K	Buy	5,144 +40	+0.8%	+$5.97K	0.6%	59
2016 Q3	$760K	Buy	5,104 +420	+9%	+$61.2K	0.63%	57
2016 Q2	$643K	Sell	4,684 -134	-3%	-$18.1K	0.56%	59
2016 Q1	$639K	Sell	4,818 -1,228	-20%	-$153K	0.59%	57
2015 Q4	$842K	Buy	6,046 +81	+1%	+$11.5K	0.76%	49
2015 Q3	$799K	Buy	5,965 +670	+13%	+$99.3K	0.78%	46
2015 Q2	$818K	Buy	5,295 +205	+4%	+$31.4K	0.75%	47
2015 Q1	$771K	Buy	5,090 +384	+8%	+$56K	0.7%	53
2014 Q4	$670K	Buy	4,706 +20	+0.4%	+$2.71K	0.65%	55
2014 Q3	$608K	Buy	4,686 +48	+1%	+$6.43K	0.62%	59
2014 Q2	$642K	Sell	4,638 -358	-7%	-$47.1K	0.67%	58
2014 Q1	$680K	Buy	4,996 +295	+6%	+$40.3K	0.73%	58
2013 Q4	$637K	Buy	4,701 +135	+3%	+$17.5K	0.71%	59
2013 Q3	$575K	Buy	4,566 +175	+4%	+$21.1K	0.7%	57
2013 Q2	$490K	Buy	+4,391	New	+$480K	0.66%	59

Other funds holding IWO

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

SGAM

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

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

WPW

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

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

First United Bank & Trust reduced its iShares Russell 2000 Growth ETF (IWO) stake by 0.98% in Q2 2026, selling an estimated $1.82K and leaving 505 shares worth $199K. The position accounts for 0.06% of the portfolio, ranked #153.

First United Bank & Trust first reported a position in IWO in Q2 2013 and has held it in 45 quarters since. The position peaked at $842K in Q4 2015. 342 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

First United Bank & Trust held 505 shares of iShares Russell 2000 Growth ETF worth $199K as of Q2 2026.
First United Bank & Trust sold 5 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $1.82K.
iShares Russell 2000 Growth ETF made up 0.06% of First United Bank & Trust's portfolio in Q2 2026, its #153 holding.
First United Bank & Trust first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 45 quarters since.
First United Bank & Trust's iShares Russell 2000 Growth ETF position peaked at $842K in Q4 2015.
342 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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