FUBT
IWS icon

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

First United Bank & Trust’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$491K Hold
2,981
– – 0.14% 108
2026
Q1 		$434K Sell
2,981
-115
-4% -$17.1K 0.14% 106
2025
Q4 		$437K Hold
3,096
– – 0.14% 110
2025
Q3 		$432K Hold
3,096
– – 0.14% 111
2025
Q2 		$409K Sell
3,096
-740
-19% -$92.8K 0.14% 106
2025
Q1 		$483K Sell
3,836
-75
-2% -$9.77K 0.18% 96
2024
Q4 		$506K Sell
3,911
-25
-0.6% -$3.35K 0.18% 97
2024
Q3 		$521K Sell
3,936
-8
-0.2% -$1.01K 0.19% 95
2024
Q2 		$476K Hold
3,944
– – 0.18% 102
2024
Q1 		$494K Sell
3,944
-17
-0.4% -$2K 0.18% 102
2023
Q4 		$461K Sell
3,961
-120
-3% -$12.8K 0.18% 105
2023
Q3 		$426K Sell
4,081
-50
-1% -$5.51K 0.2% 106
2023
Q2 		$454K Sell
4,131
-65
-2% -$6.85K 0.2% 103
2023
Q1 		$446K Buy
4,196
+450
+12% +$49.1K 0.21% 104
2022
Q4 		$395K Buy
3,746
+210
+6% +$22K 0.19% 106
2022
Q3 		$340K Sell
3,536
-35
-1% -$3.74K 0.17% 114
2022
Q2 		$363K Sell
3,571
-77
-2% -$8.61K 0.17% 112
2022
Q1 		$436K Sell
3,648
-370
-9% -$43.6K 0.17% 114
2021
Q4 		$492K Sell
4,018
-409
-9% -$48.8K 0.18% 108
2021
Q3 		$501K Buy
4,427
+73
+2% +$8.45K 0.2% 105
2021
Q2 		$501K Sell
4,354
-120
-3% -$13.8K 0.21% 101
2021
Q1 		$489K Sell
4,474
-130
-3% -$13.5K 0.21% 99
2020
Q4 		$446K Sell
4,604
-220
-5% -$19.8K 0.22% 93
2020
Q3 		$390K Sell
4,824
-170
-3% -$13.8K 0.22% 93
2020
Q2 		$382K Sell
4,994
-1,355
-21% -$98.6K 0.23% 92
2020
Q1 		$407K Sell
6,349
-375
-6% -$32.1K 0.29% 87
2019
Q4 		$637K Sell
6,724
-161
-2% -$14.7K 0.37% 76
2019
Q3 		$618K Sell
6,885
-1,120
-14% -$99.2K 0.39% 75
2019
Q2 		$713K Sell
8,005
-1,328
-14% -$117K 0.42% 73
2019
Q1 		$811K Sell
9,333
-3,665
-28% -$309K 0.5% 67
2018
Q4 		$992K Sell
12,998
-5,842
-31% -$489K 0.7% 56
2018
Q3 		$1.7M Sell
18,840
-4,346
-19% -$393K 1.07% 34
2018
Q2 		$2.05M Sell
23,186
-757
-3% -$66.5K 1.36% 25
2018
Q1 		$2.07M Sell
23,943
-545
-2% -$48.3K 1.36% 24
2017
Q4 		$2.18M Sell
24,488
-1,088
-4% -$94.5K 1.42% 24
2017
Q3 		$2.17M Sell
25,576
-2,855
-10% -$239K 1.45% 22
2017
Q2 		$2.39M Sell
28,431
-2,190
-7% -$182K 1.62% 15
2017
Q1 		$2.54M Sell
30,621
-1,820
-6% -$150K 1.78% 12
2016
Q4 		$2.61M Sell
32,441
-658
-2% -$51.3K 1.97% 8
2016
Q3 		$2.54M Buy
33,099
+994
+3% +$75.8K 2.1% 9
2016
Q2 		$2.38M Buy
32,105
+840
+3% +$60.9K 2.07% 12
2016
Q1 		$2.22M Buy
31,265
+2,335
+8% +$154K 2.04% 14
2015
Q4 		$1.99M Sell
28,930
-1,060
-4% -$74.5K 1.79% 13
2015
Q3 		$2.01M Buy
29,990
+190
+0.6% +$13.5K 1.96% 11
2015
Q2 		$2.2M Buy
29,800
+695
+2% +$52.4K 2% 10
2015
Q1 		$2.19M Buy
29,105
+1,811
+7% +$135K 1.99% 12
2014
Q4 		$2.01M Buy
27,294
+1,615
+6% +$116K 1.94% 14
2014
Q3 		$1.8M Buy
25,679
+720
+3% +$51.6K 1.84% 17
2014
Q2 		$1.81M Buy
24,959
+1,229
+5% +$85.7K 1.89% 15
2014
Q1 		$1.63M Buy
23,730
+845
+4% +$56.2K 1.76% 17
2013
Q4 		$1.5M Buy
22,885
+485
+2% +$30.9K 1.67% 19
2013
Q3 		$1.36M Buy
22,400
+252
+1% +$15.2K 1.65% 19
2013
Q2 		$1.28M Buy
+22,148
New +$1.28M 1.72% 17

Other funds holding IWS

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
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 22.12% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

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

First United Bank & Trust held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 2,981 shares worth $491K. The position accounts for 0.14% of the portfolio, ranked #108.

First United Bank & Trust first reported a position in IWS in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.61M in Q4 2016. 216 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

  • First United Bank & Trust held 2,981 shares of iShares Russell Mid-Cap Value ETF worth $491K as of Q2 2026.
  • First United Bank & Trust left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.14% of First United Bank & Trust's portfolio in Q2 2026, its #108 holding.
  • First United Bank & Trust first reported a position in iShares Russell Mid-Cap Value ETF in Q2 2013 and has held it in 53 quarters since.
  • First United Bank & Trust's iShares Russell Mid-Cap Value ETF position peaked at $2.61M in Q4 2016.
  • 216 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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