First Western Trust Bank’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

First Western Trust Bank’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,240	Closed	-$204K	–	196
2024 Q4	$204K	Hold	2,240	–	–	0.01%	195
2024 Q3	$206K	Buy	+2,240	New	+$200K	0.01%	199
2024 Q2	–	Sell	-19,577	Closed	-$1.79M	–	201
2024 Q1	$1.79M	Sell	19,577 -327	-2%	-$27.3K	0.08%	73
2023 Q4	$1.58M	Sell	19,904 -1,556	-7%	-$114K	0.08%	74
2023 Q3	$1.55M	Sell	21,460 -632	-3%	-$47.7K	0.08%	75
2023 Q2	$1.66M	Sell	22,092 -3,704	-14%	-$264K	0.08%	75
2023 Q1	$1.84M	Buy	25,796 +1,200	+5%	+$85.7K	0.1%	69
2022 Q4	$1.68M	Sell	24,596 -210	-0.8%	-$14.4K	0.1%	67
2022 Q3	$1.56M	Sell	24,806 -57	-0.2%	-$3.94K	0.11%	68
2022 Q2	$1.6M	Sell	24,863 -440	-2%	-$30.9K	0.11%	68
2022 Q1	$1.99M	Buy	+25,303	New	+$1.96M	0.1%	69

Other funds holding IJK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

First Western Trust Bank's IJK Position: Q1 2025 in Review

First Western Trust Bank sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2025, closing a stake of 2,240 shares — an estimated $204K sold.

First Western Trust Bank first reported a position in IJK in Q1 2022 and held it in 11 quarters. The position peaked at $1.99M in Q1 2022. 852 funds tracked by Wall St. Rank hold IJK as of Q1 2025.

First Western Trust Bank reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2025 after selling out during the quarter.
First Western Trust Bank sold 2,240 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2025, an estimated $204K.
First Western Trust Bank first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2022 and held it in 11 quarters.
First Western Trust Bank's iShares S&P Mid-Cap 400 Growth ETF position peaked at $1.99M in Q1 2022.
852 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2025.

Based on First Western Trust Bank's 13F filing for Q1 2025, filed 12 May 2025.