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iShares Russell 2000 Value Index shares owned by First United Bank & Trust

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by First United Bank & Trust from 13F filings

Historical chart of First United Bank & Trust investment in iShares Russell 2000 Value Index

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All positions including iShares Russell 2000 Value Index held by First United Bank & Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Value Index by First United Bank & Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $80k 450 176.81
2025-06-30 $71k 450 157.76
2025-03-31 $86k 570 150.98
2024-12-31 $105k 641 164.17
2024-09-30 $109k 651 166.82
2024-06-30 $108k 711 152.30
2024-03-31 $113k 711 158.81
2023-12-31 $116k 744 155.33
2021-03-31 $208k 1.3k 159.51
2019-12-31 $249k 1.9k 128.42
2019-09-30 $237k 2.0k 119.46
2019-06-30 $300k 2.5k 120.68
2019-03-31 $341k 2.8k 119.82
2018-12-31 $489k 4.6k 107.43
2018-09-30 $637k 4.8k 132.99
2018-06-30 $699k 5.3k 131.89
2018-03-31 $661k 5.4k 121.96
2017-12-31 $703k 5.6k 125.76
2017-09-30 $715k 5.8k 124.13
2017-06-30 $821k 6.9k 118.81
2017-03-31 $996k 8.4k 118.15
2016-12-31 $1.2M 9.8k 118.98
2016-09-30 $1.0M 9.7k 104.77
2016-06-30 $943k 9.7k 97.24
2016-03-31 $931k 10k 93.15
2015-12-31 $1.1M 12k 91.91
2015-09-30 $1.3M 14k 90.06
2015-06-30 $1.5M 15k 101.93
2015-03-31 $1.5M 15k 103.21
2014-12-31 $1.5M 15k 101.65
2014-09-30 $990k 11k 93.57
2014-06-30 $962k 9.3k 103.26
2014-03-31 $912k 9.0k 100.85
2013-12-31 $745k 7.5k 99.49
2013-09-30 $552k 6.0k 91.65
2013-06-30 $445k 5.2k 85.87
2012-06-30 $481k 6.8k 70.31
2011-12-31 $694k 11k 65.63
2011-09-30 $613k 11k 56.99
2011-06-30 $824k 11k 73.36
2011-03-31 $1.0M 14k 75.41

More positions owned by First United Bank & Trust

Invesco QQQ Unit Series 1 Unit Ser 1 (QQQ)
Vanguard Value ETF Value Etf (VTV)
Vanguard Index FDS S&P 500 ETF S&p 500 Etf Shs (VOO)
Vanguard Growth ETF Growth Etf (VUG)
Apple (AAPL)
iShares Select Dividend ETF Select Divid Etf (DVY)
Microsoft Corporation (MSFT)
Invesco S&P 500 Equal Weight S&p500 Eql Wgt (RSP)
Arista Networks Inc Ordinary Shares Com Shs (ANET)
iShares Tr Core MSCI Eafe ETF Core Msci Eafe (IEFA)
Vanguard Mid-Cap ETF Mid Cap Etf (VO)
Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Vanguard Index FDS McAp GR Idxvip Mcap Gr Idxvip (VOT)

View all positions for First United Bank & Trust

Top funds holding iShares Russell 2000 Value Index

Morgan Stanley
Tiaa Trust, National Association
Envestnet Asset Management
D.A. Davidson & Co.
Vaughan Nelson Investment Management
Pnc Financial Services
LPL Financial
M^T Bank Corporation
Wells Fargo & Company
UBS Group
Commonwealth Equity Services
Goldman Sachs Group
Betterment
Charles Schwab Investment Management
Bnp Paribas Arbitrage, Snc

View all funds holding iShares Russell 2000 Value Index