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

First United Bank & Trust’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.14M Sell
28,495
-180
-0.6% -$18.9K 0.9% 27
2026
Q1 		$2.79M Sell
28,675
-290
-1% -$29K 0.91% 28
2025
Q4 		$2.79M Sell
28,965
-279
-1% -$26.8K 0.89% 29
2025
Q3 		$2.82M Sell
29,244
-125
-0.4% -$11.8K 0.92% 30
2025
Q2 		$2.7M Sell
29,369
-1,235
-4% -$107K 0.94% 29
2025
Q1 		$2.6M Sell
30,604
-30
-0.1% -$2.68K 0.97% 28
2024
Q4 		$2.71M Hold
30,634
– – 0.98% 29
2024
Q3 		$2.7M Sell
30,634
-95
-0.3% -$8K 0.97% 27
2024
Q2 		$2.49M Sell
30,729
-355
-1% -$28.9K 0.93% 32
2024
Q1 		$2.61M Sell
31,084
-330
-1% -$26.1K 0.97% 29
2023
Q4 		$2.44M Buy
31,414
+35
+0.1% +$2.49K 0.98% 30
2023
Q3 		$2.17M Sell
31,379
-1,422
-4% -$104K 1.01% 33
2023
Q2 		$2.4M Buy
32,801
+3,631
+12% +$253K 1.06% 29
2023
Q1 		$2.04M Sell
29,170
-360
-1% -$25.4K 0.96% 33
2022
Q4 		$1.99M Sell
29,530
-1,533
-5% -$103K 0.97% 33
2022
Q3 		$1.93M Sell
31,063
-140
-0.4% -$9.63K 0.97% 32
2022
Q2 		$2.02M Sell
31,203
-2,035
-6% -$145K 0.93% 34
2022
Q1 		$2.59M Sell
33,238
-1,164
-3% -$89.6K 1.02% 29
2021
Q4 		$2.86M Sell
34,402
-75
-0.2% -$6.16K 1.05% 30
2021
Q3 		$2.7M Buy
34,477
+4,159
+14% +$333K 1.1% 27
2021
Q2 		$2.4M Sell
30,318
-6,409
-17% -$497K 1% 30
2021
Q1 		$2.71M Buy
36,727
+23,164
+171% +$1.67M 1.16% 27
2020
Q4 		$930K Buy
13,563
+4,148
+44% +$264K 0.45% 69
2020
Q3 		$540K Sell
9,415
-370
-4% -$21.1K 0.3% 86
2020
Q2 		$524K Sell
9,785
-702
-7% -$35.2K 0.31% 84
2020
Q1 		$453K Sell
10,487
-916
-8% -$50.4K 0.32% 85
2019
Q4 		$680K Buy
11,403
+536
+5% +$30.8K 0.39% 75
2019
Q3 		$608K Sell
10,867
-3,695
-25% -$207K 0.38% 77
2019
Q2 		$813K Sell
14,562
-800
-5% -$43.9K 0.48% 68
2019
Q1 		$829K Sell
15,362
-9,405
-38% -$487K 0.51% 65
2018
Q4 		$1.15M Sell
24,767
-2,085
-8% -$105K 0.81% 49
2018
Q3 		$1.48M Sell
26,852
-4,708
-15% -$258K 0.93% 43
2018
Q2 		$1.67M Sell
31,560
-964
-3% -$50.7K 1.11% 36
2018
Q1 		$1.68M Sell
32,524
-880
-3% -$46.4K 1.1% 32
2017
Q4 		$1.74M Sell
33,404
-1,080
-3% -$54.8K 1.13% 32
2017
Q3 		$1.7M Sell
34,484
-5,648
-14% -$273K 1.14% 32
2017
Q2 		$1.93M Sell
40,132
-2,400
-6% -$114K 1.31% 27
2017
Q1 		$1.99M Sell
42,532
-8,040
-16% -$373K 1.39% 24
2016
Q4 		$2.26M Sell
50,572
-1,368
-3% -$59.8K 1.71% 14
2016
Q3 		$2.26M Buy
51,940
+2,640
+5% +$114K 1.87% 14
2016
Q2 		$2.07M Buy
49,300
+4,400
+10% +$182K 1.8% 19
2016
Q1 		$1.83M Buy
44,900
+2,632
+6% +$100K 1.68% 20
2015
Q4 		$1.69M Buy
42,268
+880
+2% +$35.9K 1.53% 21
2015
Q3 		$1.61M Sell
41,388
-1,100
-3% -$45.5K 1.57% 19
2015
Q2 		$1.81M Buy
42,488
+1,244
+3% +$54.1K 1.65% 19
2015
Q1 		$1.78M Sell
41,244
-1,600
-4% -$68K 1.62% 22
2014
Q4 		$1.79M Buy
42,844
+1,904
+5% +$77.3K 1.72% 17
2014
Q3 		$1.62M Buy
40,940
+60
+0.1% +$2.42K 1.66% 21
2014
Q2 		$1.66M Buy
40,880
+4,820
+13% +$188K 1.73% 21
2014
Q1 		$1.4M Buy
36,060
+5,840
+19% +$221K 1.5% 23
2013
Q4 		$1.13M Buy
30,220
+1,844
+6% +$66.6K 1.25% 30
2013
Q3 		$987K Buy
28,376
+1,720
+6% +$58.8K 1.19% 35
2013
Q2 		$866K Buy
+26,656
New +$864K 1.16% 36

Other funds holding IWR

JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
SIA
Stegner Investment Associates Louisville, Kentucky $210M AUM 22.64% 1-Year Est. Return

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

First United Bank & Trust reduced its iShares Russell Mid-Cap ETF (IWR) stake by 0.63% in Q2 2026, selling an estimated $18.9K and leaving 28,495 shares worth $3.14M. The position accounts for 0.9% of the portfolio, ranked #27.

First United Bank & Trust first reported a position in IWR in Q2 2013 and has held it in 53 quarters since. 559 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

  • First United Bank & Trust held 28,495 shares of iShares Russell Mid-Cap ETF worth $3.14M as of Q2 2026.
  • First United Bank & Trust sold 180 iShares Russell Mid-Cap ETF shares in Q2 2026, an estimated $18.9K.
  • iShares Russell Mid-Cap ETF made up 0.9% of First United Bank & Trust's portfolio in Q2 2026, its #27 holding.
  • First United Bank & Trust first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • 559 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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