First United Bank & Trust’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $432K | Hold |
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|
2025
Q2 | $409K | Sell |
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|
2025
Q1 | $483K | Sell |
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|
2024
Q4 | $506K | Sell |
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|
2024
Q3 | $521K | Sell |
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|
2024
Q2 | $476K | Hold |
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|
2024
Q1 | $494K | Sell |
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|
2023
Q4 | $461K | Sell |
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|
2023
Q3 | $426K | Sell |
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|
2023
Q2 | $454K | Sell |
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|
2023
Q1 | $446K | Buy |
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|
2022
Q4 | $395K | Buy |
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|
2022
Q3 | $340K | Sell |
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|
2022
Q2 | $363K | Sell |
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|
2022
Q1 | $436K | Sell |
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|
2021
Q4 | $492K | Sell |
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|
2021
Q3 | $501K | Buy |
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|
2021
Q2 | $501K | Sell |
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|
2021
Q1 | $489K | Sell |
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|
2020
Q4 | $446K | Sell |
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|
2020
Q3 | $390K | Sell |
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|
2020
Q2 | $382K | Sell |
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|
2020
Q1 | $407K | Sell |
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|
2019
Q4 | $637K | Sell |
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|
2019
Q3 | $618K | Sell |
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|
2019
Q2 | $713K | Sell |
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|
2019
Q1 | $811K | Sell |
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|
2018
Q4 | $992K | Sell |
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|
2018
Q3 | $1.7M | Sell |
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|
2018
Q2 | $2.05M | Sell |
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|
2018
Q1 | $2.07M | Sell |
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|
2017
Q4 | $2.18M | Sell |
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|
2017
Q3 | $2.17M | Sell |
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|
2017
Q2 | $2.39M | Sell |
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|
2017
Q1 | $2.54M | Sell |
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|
2016
Q4 | $2.61M | Sell |
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|
2016
Q3 | $2.54M | Buy |
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|
2016
Q2 | $2.38M | Buy |
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|
2016
Q1 | $2.22M | Buy |
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|
2015
Q4 | $1.99M | Sell |
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|
2015
Q3 | $2.01M | Buy |
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|
2015
Q2 | $2.2M | Buy |
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|
2015
Q1 | $2.19M | Buy |
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|
2014
Q4 | $2.01M | Buy |
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|
2014
Q3 | $1.8M | Buy |
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|
2014
Q2 | $1.81M | Buy |
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|
2014
Q1 | $1.63M | Buy |
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|
2013
Q4 | $1.5M | Buy |
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|
2013
Q3 | $1.36M | Buy |
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|
2013
Q2 | $1.28M | Buy |
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