First Western Trust Bank’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9M | Buy |
208,745
+28,900
| +16% | +$1.79M | 0.58% | 12 |
|
|
2025
Q1 | $10.5M | Sell |
179,845
-21,822
| -11% | -$1.27M | 0.5% | 16 |
|
|
2024
Q4 | $12.6M | Sell |
201,667
-7,395
| -4% | -$461K | 0.58% | 13 |
|
|
2024
Q3 | $13M | Sell |
209,062
-12,027
| -5% | -$750K | 0.59% | 14 |
|
|
2024
Q2 | $12.9M | Sell |
221,089
-36,686
| -14% | -$2.15M | 0.62% | 13 |
|
|
2024
Q1 | $15.7M | Sell |
257,775
-41,895
| -14% | -$2.54M | 0.71% | 11 |
|
|
2023
Q4 | $16.6M | Buy |
299,670
+860
| +0.3% | +$47.7K | 0.83% | 10 |
|
|
2023
Q3 | $14.9M | Sell |
298,810
-38,475
| -11% | -$1.92M | 0.8% | 12 |
|
|
2023
Q2 | $17.6M | Sell |
337,285
-89,545
| -21% | -$4.68M | 0.86% | 12 |
|
|
2023
Q1 | $21.4M | Sell |
426,830
-31,305
| -7% | -$1.57M | 1.11% | 10 |
|
|
2022
Q4 | $22.2M | Buy |
458,135
+26,380
| +6% | +$1.28M | 1.27% | 7 |
|
|
2022
Q3 | $18.9M | Buy |
431,755
+3,670
| +0.9% | +$161K | 1.27% | 7 |
|
|
2022
Q2 | $19.6M | Buy |
428,085
+185,865
| +77% | +$8.49M | 1.3% | 8 |
|
|
2022
Q1 | $13.2M | Buy |
+242,220
| New | +$13.2M | 0.68% | 11 |
|