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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

Tip: Access up to 7 years of quarterly data

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
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)
Apple (AAPL)
Vanguard Index FDS S&P 500 ETF S&p 500 Etf Shs (VOO)
Vanguard Growth ETF Growth Etf (VUG)
Microsoft Corporation (MSFT)
iShares Select Dividend ETF Select Divid Etf (DVY)
Flexshares Stoxx US ESG Impact Index Stox Us Esg Slct (ESG)
Invesco S&P 500 Garp ETF S&p 500 Garp Etf (SPGP)
Vanguard Index FDS McAp GR Idxvip Mcap Gr Idxvip (VOT)
Invesco S&P 500 Equal Weight S&p500 Eql Wgt (RSP)
Erie Indty Co CL A Cl A (ERIE)
Lowe's Companies (LOW)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for First United Bank & Trust

Top funds holding iShares Russell 2000 Value Index

Bank of America Corporation
Tiaa Trust, National Association
Starboard Value
Goldman Sachs Group
Florida State Board of Administration
Commonwealth Equity Services
Pnc Financial Services
Wells Fargo & Company
UBS Group
D.A. Davidson & Co.
Betterment
Alaska Permanent Fund Corp
M^T Bank Corporation
Us Bancorp
Jpmorgan Chase & Co

View all funds holding iShares Russell 2000 Value Index