First Western Trust Bank’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$14.2M Buy
210,348
+16,996
+9% +$1.18M 0.72% 14
2025
Q4
$12.8M Sell
193,352
-4,941
-2% -$324K 0.63% 14
2025
Q3
$12.9M Sell
198,293
-10,452
-5% -$672K 0.59% 14
2025
Q2
$12.9M Buy
208,745
+28,900
+16% +$1.7M 0.58% 12
2025
Q1
$10.5M Sell
179,845
-21,822
-11% -$1.36M 0.5% 16
2024
Q4
$12.6M Sell
201,667
-7,395
-4% -$474K 0.58% 13
2024
Q3
$13M Sell
209,062
-12,027
-5% -$725K 0.59% 14
2024
Q2
$12.9M Sell
221,089
-36,686
-14% -$2.16M 0.62% 13
2024
Q1
$15.7M Sell
257,775
-41,895
-14% -$2.37M 0.71% 11
2023
Q4
$16.6M Buy
299,670
+860
+0.3% +$43.6K 0.83% 10
2023
Q3
$14.9M Sell
298,810
-38,475
-11% -$2.02M 0.8% 12
2023
Q2
$17.6M Sell
337,285
-89,545
-21% -$4.45M 0.86% 12
2023
Q1
$21.4M Sell
426,830
-31,305
-7% -$1.59M 1.11% 10
2022
Q4
$22.2M Buy
458,135
+26,380
+6% +$1.27M 1.27% 7
2022
Q3
$18.9M Buy
431,755
+3,670
+0.9% +$177K 1.27% 7
2022
Q2
$19.6M Buy
428,085
+185,865
+77% +$9.18M 1.3% 8
2022
Q1
$13.2M Buy
+242,220
New +$12.9M 0.68% 11

Other funds holding IJH

First Western Trust Bank's IJH Position: Q1 2026 in Review

First Western Trust Bank increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 8.8% in Q1 2026, buying an estimated $1.18M and bringing the position to 210,348 shares worth $14.2M. The position accounts for 0.72% of the portfolio, ranked #14.

First Western Trust Bank first reported a position in IJH in Q1 2022 and has held it in 17 quarters since. The position peaked at $22.2M in Q4 2022. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • First Western Trust Bank held 210,348 shares of iShares Core S&P Mid-Cap ETF worth $14.2M as of Q1 2026.
  • First Western Trust Bank bought 16,996 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $1.18M.
  • iShares Core S&P Mid-Cap ETF made up 0.72% of First Western Trust Bank's portfolio in Q1 2026, its #14 holding.
  • First Western Trust Bank first reported a position in iShares Core S&P Mid-Cap ETF in Q1 2022 and has held it in 17 quarters since.
  • First Western Trust Bank's iShares Core S&P Mid-Cap ETF position peaked at $22.2M in Q4 2022.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on First Western Trust Bank's 13F filing for Q1 2026, filed 12 May 2026.