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First United Bank & Trust’s iShares US Technology ETF IYW Stock Holding History

First United Bank & Trust’s Portfolio IYW Stock Details IYW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.57M Sell
14,137
-407
-3% -$93.5K 1.03% 25
2026
Q1 		$2.64M Sell
14,544
-1,272
-8% -$246K 0.86% 30
2025
Q4 		$3.16M Sell
15,816
-100
-0.6% -$20K 1.01% 27
2025
Q3 		$3.12M Sell
15,916
-30
-0.2% -$5.49K 1.01% 28
2025
Q2 		$2.76M Sell
15,946
-942
-6% -$143K 0.96% 28
2025
Q1 		$2.37M Sell
16,888
-595
-3% -$92.7K 0.89% 33
2024
Q4 		$2.79M Sell
17,483
-142
-0.8% -$22.5K 1.01% 28
2024
Q3 		$2.67M Sell
17,625
-140
-0.8% -$20.6K 0.96% 29
2024
Q2 		$2.67M Sell
17,765
-185
-1% -$25.6K 1% 28
2024
Q1 		$2.42M Sell
17,950
-254
-1% -$33.1K 0.9% 35
2023
Q4 		$2.23M Sell
18,204
-356
-2% -$40.3K 0.89% 34
2023
Q3 		$1.95M Sell
18,560
-269
-1% -$29.3K 0.91% 36
2023
Q2 		$2.05M Sell
18,829
-200
-1% -$19.6K 0.91% 35
2023
Q1 		$1.77M Sell
19,029
-66
-0.3% -$5.54K 0.83% 39
2022
Q4 		$1.42M Sell
19,095
-271
-1% -$20.7K 0.69% 44
2022
Q3 		$1.42M Sell
19,366
-70
-0.4% -$5.94K 0.71% 43
2022
Q2 		$1.55M Sell
19,436
-325
-2% -$28.8K 0.71% 44
2022
Q1 		$2.04M Sell
19,761
-2,135
-10% -$218K 0.8% 39
2021
Q4 		$2.51M Sell
21,896
-495
-2% -$55K 0.93% 33
2021
Q3 		$2.27M Sell
22,391
-600
-3% -$62.6K 0.92% 37
2021
Q2 		$2.29M Sell
22,991
-2,665
-10% -$249K 0.96% 35
2021
Q1 		$2.25M Sell
25,656
-825
-3% -$72.3K 0.96% 37
2020
Q4 		$2.25M Sell
26,481
-995
-4% -$79.5K 1.09% 29
2020
Q3 		$2.07M Sell
27,476
-5,940
-18% -$434K 1.16% 25
2020
Q2 		$2.25M Sell
33,416
-856
-2% -$51.7K 1.33% 19
2020
Q1 		$1.75M Sell
34,272
-852
-2% -$49.4K 1.25% 23
2019
Q4 		$2.04M Sell
35,124
-1,860
-5% -$101K 1.18% 23
2019
Q3 		$1.89M Sell
36,984
-12,392
-25% -$630K 1.19% 26
2019
Q2 		$2.44M Sell
49,376
-3,456
-7% -$169K 1.44% 20
2019
Q1 		$2.52M Sell
52,832
-7,008
-12% -$312K 1.55% 16
2018
Q4 		$2.39M Sell
59,840
-764
-1% -$33.1K 1.68% 15
2018
Q3 		$2.94M Sell
60,604
-1,648
-3% -$77.9K 1.84% 12
2018
Q2 		$2.77M Sell
62,252
-1,000
-2% -$44.2K 1.84% 8
2018
Q1 		$2.66M Sell
63,252
-1,780
-3% -$76.6K 1.75% 13
2017
Q4 		$2.65M Sell
65,032
-13,408
-17% -$537K 1.73% 14
2017
Q3 		$2.94M Sell
78,440
-4,252
-5% -$156K 1.97% 11
2017
Q2 		$2.89M Sell
82,692
-2,212
-3% -$77.6K 1.96% 9
2017
Q1 		$2.87M Sell
84,904
-1,704
-2% -$55.3K 2.01% 9
2016
Q4 		$2.6M Sell
86,608
-5,268
-6% -$157K 1.96% 9
2016
Q3 		$2.73M Sell
91,876
-284
-0.3% -$8.14K 2.26% 6
2016
Q2 		$2.43M Sell
92,160
-320
-0.3% -$8.45K 2.1% 10
2016
Q1 		$2.51M Sell
92,480
-3,780
-4% -$95.5K 2.31% 7
2015
Q4 		$2.58M Sell
96,260
-360
-0.4% -$9.71K 2.33% 7
2015
Q3 		$2.39M Buy
96,620
+100
+0.1% +$2.58K 2.33% 6
2015
Q2 		$2.53M Buy
96,520
+680
+0.7% +$18.3K 2.3% 6
2015
Q1 		$2.52M Sell
95,840
-880
-0.9% -$23.1K 2.28% 7
2014
Q4 		$2.52M Buy
96,720
+6,220
+7% +$159K 2.43% 7
2014
Q3 		$2.28M Buy
90,500
+1,944
+2% +$48.6K 2.33% 6
2014
Q2 		$2.15M Buy
88,556
+1,380
+2% +$31.9K 2.23% 8
2014
Q1 		$1.99M Buy
87,176
+580
+0.7% +$12.9K 2.14% 9
2013
Q4 		$1.92M Buy
86,596
+2,160
+3% +$45K 2.12% 10
2013
Q3 		$1.66M Buy
84,436
+1,344
+2% +$26.1K 2.01% 13
2013
Q2 		$1.53M Buy
+83,092
New +$1.54M 2.05% 13

Other funds holding IYW

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ALA
Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAMG
Patton Albertson Miller Group Chattanooga, Tennessee $1B AUM 40.9% 1-Year Est. Return

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

First United Bank & Trust reduced its iShares US Technology ETF (IYW) stake by 2.8% in Q2 2026, selling an estimated $93.5K and leaving 14,137 shares worth $3.57M. The position accounts for 1.03% of the portfolio, ranked #25.

First United Bank & Trust first reported a position in IYW in Q2 2013 and has held it in 53 quarters since. 637 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

  • First United Bank & Trust held 14,137 shares of iShares US Technology ETF worth $3.57M as of Q2 2026.
  • First United Bank & Trust sold 407 iShares US Technology ETF shares in Q2 2026, an estimated $93.5K.
  • iShares US Technology ETF made up 1.03% of First United Bank & Trust's portfolio in Q2 2026, its #25 holding.
  • First United Bank & Trust first reported a position in iShares US Technology ETF in Q2 2013 and has held it in 53 quarters since.
  • 637 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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