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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.41M	Sell	29,712 -679	-2%	-$93.2K	0.21%	32
2026 Q1	$3.78M	Buy	30,391 +120	+0.4%	+$15.2K	0.19%	39
2025 Q4	$3.64M	Sell	30,271 -23	-0.1%	-$2.75K	0.18%	42
2025 Q3	$3.6M	Sell	30,294 -1,751	-5%	-$201K	0.17%	44
2025 Q2	$3.5M	Buy	32,045 +59	+0.2%	+$6.1K	0.16%	46
2025 Q1	$3.34M	Sell	31,986 -212	-0.7%	-$23.9K	0.16%	47
2024 Q4	$3.71M	Buy	32,198 +5	+0%	+$597	0.17%	44
2024 Q3	$3.77M	Sell	32,193 -1,600	-5%	-$181K	0.17%	49
2024 Q2	$3.6M	Sell	33,793 -56	-0.2%	-$5.99K	0.17%	47
2024 Q1	$3.74M	Sell	33,849 -1,492	-4%	-$158K	0.17%	51
2023 Q4	$3.83M	Sell	35,341 -70	-0.2%	-$6.75K	0.19%	46
2023 Q3	$3.34M	Hold	35,411	–	–	0.18%	53
2023 Q2	$3.53M	Sell	35,411 -81	-0.2%	-$7.71K	0.17%	54
2023 Q1	$3.43M	Sell	35,492 -1,038	-3%	-$104K	0.18%	54
2022 Q4	$3.46M	Sell	36,530 -239	-0.7%	-$22.9K	0.2%	54
2022 Q3	$3.21M	Buy	36,769 +121	+0.3%	+$11.8K	0.22%	52
2022 Q2	$3.4M	Buy	36,648 +60	+0.2%	+$5.97K	0.23%	52
2022 Q1	$3.99M	Buy	+36,588	New	+$3.95M	0.21%	55

Other funds holding IJR

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

First Western Trust Bank's IJR Position: Q2 2026 in Review

First Western Trust Bank reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 2.2% in Q2 2026, selling an estimated $93.2K and leaving 29,712 shares worth $4.41M. The position accounts for 0.21% of the portfolio, ranked #32.

First Western Trust Bank first reported a position in IJR in Q1 2022 and has held it in 18 quarters since. 2,847 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

First Western Trust Bank held 29,712 shares of iShares Core S&P Small-Cap ETF worth $4.41M as of Q2 2026.
First Western Trust Bank sold 679 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $93.2K.
iShares Core S&P Small-Cap ETF made up 0.21% of First Western Trust Bank's portfolio in Q2 2026, its #32 holding.
First Western Trust Bank first reported a position in iShares Core S&P Small-Cap ETF in Q1 2022 and has held it in 18 quarters since.
2,847 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.