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First United Bank & Trust’s iShares US Real Estate ETF IYR Stock Holding History

First United Bank & Trust’s Portfolio IYR Stock Details IYR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$33.1K Sell
324
-300
-48% -$30.4K 0.01% 270
2026
Q1 		$59K Sell
624
-150
-19% -$14.6K 0.02% 221
2025
Q4 		$72.7K Sell
774
-73
-9% -$6.96K 0.02% 204
2025
Q3 		$82.2K Sell
847
-75
-8% -$7.22K 0.03% 202
2025
Q2 		$87.4K Sell
922
-83
-8% -$7.74K 0.03% 189
2025
Q1 		$96.2K Sell
1,005
-8
-0.8% -$761 0.04% 182
2024
Q4 		$94.3K Sell
1,013
-75
-7% -$7.39K 0.03% 180
2024
Q3 		$111K Sell
1,088
-20
-2% -$1.93K 0.04% 175
2024
Q2 		$97.2K Hold
1,108
– – 0.04% 190
2024
Q1 		$99.6K Sell
1,108
-175
-14% -$15.5K 0.04% 191
2023
Q4 		$117K Buy
+1,283
New +$105K 0.05% 175
2022
Q1 		– Sell
-2,463
Closed -$286K – 166
2021
Q4 		$286K Sell
2,463
-70
-3% -$7.67K 0.11% 144
2021
Q3 		$259K Sell
2,533
-65
-3% -$6.92K 0.11% 144
2021
Q2 		$265K Sell
2,598
-350
-12% -$34.7K 0.11% 143
2021
Q1 		$271K Sell
2,948
-125
-4% -$11K 0.12% 133
2020
Q4 		$263K Sell
3,073
-210
-6% -$17.5K 0.13% 123
2020
Q3 		$262K Sell
3,283
-1,075
-25% -$86.8K 0.15% 104
2020
Q2 		$343K Sell
4,358
-575
-12% -$43.6K 0.2% 94
2020
Q1 		$343K Sell
4,933
-245
-5% -$21.7K 0.25% 91
2019
Q4 		$482K Sell
5,178
-10
-0.2% -$927 0.28% 92
2019
Q3 		$485K Sell
5,188
-495
-9% -$45.1K 0.3% 88
2019
Q2 		$496K Sell
5,683
-6,485
-53% -$568K 0.29% 90
2019
Q1 		$1.06M Sell
12,168
-2,605
-18% -$215K 0.65% 57
2018
Q4 		$1.11M Sell
14,773
-240
-2% -$18.9K 0.78% 52
2018
Q3 		$1.2M Sell
15,013
-750
-5% -$61.1K 0.75% 54
2018
Q2 		$1.27M Sell
15,763
-399
-2% -$30.7K 0.84% 49
2018
Q1 		$1.22M Sell
16,162
-310
-2% -$23.5K 0.8% 51
2017
Q4 		$1.33M Sell
16,472
-90
-0.5% -$7.31K 0.87% 46
2017
Q3 		$1.32M Sell
16,562
-670
-4% -$53.8K 0.89% 43
2017
Q2 		$1.38M Sell
17,232
-1,410
-8% -$112K 0.93% 41
2017
Q1 		$1.46M Sell
18,642
-2,690
-13% -$210K 1.03% 36
2016
Q4 		$1.64M Sell
21,332
-635
-3% -$48.3K 1.24% 28
2016
Q3 		$1.77M Buy
21,967
+465
+2% +$38.5K 1.46% 23
2016
Q2 		$1.77M Buy
21,502
+1,065
+5% +$83.5K 1.53% 24
2016
Q1 		$1.59M Sell
20,437
-257
-1% -$18.6K 1.46% 25
2015
Q4 		$1.55M Sell
20,694
-5
-0% -$373 1.4% 24
2015
Q3 		$1.47M Sell
20,699
-665
-3% -$48.4K 1.43% 22
2015
Q2 		$1.52M Sell
21,364
-1,605
-7% -$122K 1.39% 25
2015
Q1 		$1.82M Buy
22,969
+365
+2% +$29.2K 1.65% 20
2014
Q4 		$1.74M Sell
22,604
-1,040
-4% -$77.8K 1.67% 21
2014
Q3 		$1.64M Buy
23,644
+215
+0.9% +$15.6K 1.67% 20
2014
Q2 		$1.68M Buy
23,429
+1,050
+5% +$73.9K 1.75% 20
2014
Q1 		$1.51M Buy
22,379
+170
+0.8% +$11.3K 1.63% 19
2013
Q4 		$1.4M Sell
22,209
-245
-1% -$15.8K 1.55% 21
2013
Q3 		$1.43M Buy
22,454
+670
+3% +$43.8K 1.73% 16
2013
Q2 		$1.45M Buy
+21,784
New +$1.54M 1.94% 15

Other funds holding IYR

AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03T AUM 1% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

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

First United Bank & Trust reduced its iShares US Real Estate ETF (IYR) stake by 48% in Q2 2026, selling an estimated $30.4K and leaving 324 shares worth $33.1K. The position accounts for 0.01% of the portfolio, ranked #270.

First United Bank & Trust first reported a position in IYR in Q2 2013 and has held it in 46 quarters since. The position peaked at $1.82M in Q1 2015. 131 funds tracked by Wall St. Rank hold IYR as of Q2 2026.

  • First United Bank & Trust held 324 shares of iShares US Real Estate ETF worth $33.1K as of Q2 2026.
  • First United Bank & Trust sold 300 iShares US Real Estate ETF shares in Q2 2026, an estimated $30.4K.
  • iShares US Real Estate ETF made up 0.01% of First United Bank & Trust's portfolio in Q2 2026, its #270 holding.
  • First United Bank & Trust first reported a position in iShares US Real Estate ETF in Q2 2013 and has held it in 46 quarters since.
  • First United Bank & Trust's iShares US Real Estate ETF position peaked at $1.82M in Q1 2015.
  • 131 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2026.

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