FUBT
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First United Bank & Trust’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

First United Bank & Trust’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$884K Sell
6,035
-13
-0.2% -$1.79K 0.25% 83
2026
Q1 		$775K Sell
6,048
-12
-0.2% -$1.62K 0.25% 80
2025
Q4 		$830K Hold
6,060
– – 0.26% 81
2025
Q3 		$863K Sell
6,060
-50
-0.8% -$7.07K 0.28% 77
2025
Q2 		$847K Sell
6,110
-265
-4% -$33.5K 0.3% 76
2025
Q1 		$749K Sell
6,375
-150
-2% -$19.3K 0.28% 74
2024
Q4 		$827K Sell
6,525
-35
-0.5% -$4.45K 0.3% 71
2024
Q3 		$769K Hold
6,560
– – 0.28% 78
2024
Q2 		$724K Hold
6,560
– – 0.27% 80
2024
Q1 		$749K Sell
6,560
-20
-0.3% -$2.16K 0.28% 79
2023
Q4 		$687K Sell
6,580
-39
-0.6% -$3.7K 0.27% 80
2023
Q3 		$605K Sell
6,619
-225
-3% -$21.5K 0.28% 83
2023
Q2 		$661K Sell
6,844
-15
-0.2% -$1.37K 0.29% 84
2023
Q1 		$624K Sell
6,859
-249
-4% -$22.2K 0.29% 82
2022
Q4 		$594K Sell
7,108
-174
-2% -$14.6K 0.29% 80
2022
Q3 		$571K Buy
7,282
+455
+7% +$39.2K 0.29% 87
2022
Q2 		$541K Sell
6,827
-330
-5% -$28.7K 0.25% 94
2022
Q1 		$719K Sell
7,157
-1,040
-13% -$104K 0.28% 90
2021
Q4 		$944K Sell
8,197
-136
-2% -$15.9K 0.35% 80
2021
Q3 		$934K Buy
8,333
+38
+0.5% +$4.37K 0.38% 74
2021
Q2 		$939K Sell
8,295
-285
-3% -$30.4K 0.39% 75
2021
Q1 		$876K Sell
8,580
-100
-1% -$10.5K 0.37% 78
2020
Q4 		$891K Sell
8,680
-180
-2% -$17.1K 0.43% 71
2020
Q3 		$766K Sell
8,860
-290
-3% -$24.5K 0.43% 72
2020
Q2 		$723K Sell
9,150
-580
-6% -$42.1K 0.43% 73
2020
Q1 		$592K Sell
9,730
-30
-0.3% -$2.19K 0.42% 74
2019
Q4 		$745K Sell
9,760
-170
-2% -$12.5K 0.43% 71
2019
Q3 		$702K Sell
9,930
-1,090
-10% -$78.3K 0.44% 69
2019
Q2 		$786K Sell
11,020
-2,320
-17% -$161K 0.46% 70
2019
Q1 		$905K Sell
13,340
-6,580
-33% -$422K 0.56% 64
2018
Q4 		$1.13M Sell
19,920
-4,494
-18% -$273K 0.79% 50
2018
Q3 		$1.66M Sell
24,414
-4,520
-16% -$300K 1.04% 35
2018
Q2 		$1.83M Sell
28,934
-1,820
-6% -$115K 1.21% 29
2018
Q1 		$1.89M Sell
30,754
-680
-2% -$42.5K 1.24% 29
2017
Q4 		$1.9M Sell
31,434
-590
-2% -$34.7K 1.24% 27
2017
Q3 		$1.81M Sell
32,024
-6,400
-17% -$351K 1.21% 29
2017
Q2 		$2.08M Sell
38,424
-680
-2% -$36.2K 1.41% 22
2017
Q1 		$2.03M Sell
39,104
-5,262
-12% -$269K 1.42% 23
2016
Q4 		$2.16M Sell
44,366
-1,020
-2% -$49.2K 1.63% 19
2016
Q3 		$2.21M Buy
45,386
+1,020
+2% +$49.5K 1.83% 17
2016
Q2 		$2.08M Buy
44,366
+362
+0.8% +$16.7K 1.8% 18
2016
Q1 		$2.03M Sell
44,004
-2,026
-4% -$87.5K 1.86% 17
2015
Q4 		$2.12M Buy
46,030
+2,360
+5% +$110K 1.91% 12
2015
Q3 		$1.94M Buy
43,670
+2,110
+5% +$100K 1.89% 12
2015
Q2 		$2.01M Buy
41,560
+12,260
+42% +$605K 1.84% 13
2015
Q1 		$1.44M Buy
29,300
+662
+2% +$31.6K 1.3% 27
2014
Q4 		$1.33M Buy
28,638
+1,960
+7% +$88.6K 1.29% 31
2014
Q3 		$1.18M Buy
26,678
+770
+3% +$34.4K 1.2% 30
2014
Q2 		$1.16M Buy
25,908
+972
+4% +$41.8K 1.21% 32
2014
Q1 		$1.07M Buy
24,936
+1,060
+4% +$45.1K 1.15% 35
2013
Q4 		$1.01M Buy
23,876
+1,330
+6% +$53.8K 1.12% 37
2013
Q3 		$882K Buy
22,546
+1,236
+6% +$47.1K 1.07% 42
2013
Q2 		$764K Buy
+21,310
New +$762K 1.03% 43

Other funds holding IWP

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

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

First United Bank & Trust reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 0.21% in Q2 2026, selling an estimated $1.79K and leaving 6,035 shares worth $884K. The position accounts for 0.25% of the portfolio, ranked #83.

First United Bank & Trust first reported a position in IWP in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.21M in Q3 2016. 412 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • First United Bank & Trust held 6,035 shares of iShares Russell Mid-Cap Growth ETF worth $884K as of Q2 2026.
  • First United Bank & Trust sold 13 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.79K.
  • iShares Russell Mid-Cap Growth ETF made up 0.25% of First United Bank & Trust's portfolio in Q2 2026, its #83 holding.
  • First United Bank & Trust first reported a position in iShares Russell Mid-Cap Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • First United Bank & Trust's iShares Russell Mid-Cap Growth ETF position peaked at $2.21M in Q3 2016.
  • 412 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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