First Western Trust Bank’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5M | Buy |
32,045
+59
| +0.2% | +$6.45K | 0.16% | 46 |
|
|
2025
Q1 | $3.34M | Sell |
31,986
-212
| -0.7% | -$22.2K | 0.16% | 47 |
|
|
2024
Q4 | $3.71M | Buy |
32,198
+5
| +0% | +$576 | 0.17% | 44 |
|
|
2024
Q3 | $3.77M | Sell |
32,193
-1,600
| -5% | -$187K | 0.17% | 49 |
|
|
2024
Q2 | $3.6M | Sell |
33,793
-56
| -0.2% | -$5.97K | 0.17% | 47 |
|
|
2024
Q1 | $3.74M | Sell |
33,849
-1,492
| -4% | -$165K | 0.17% | 51 |
|
|
2023
Q4 | $3.83M | Sell |
35,341
-70
| -0.2% | -$7.58K | 0.19% | 46 |
|
|
2023
Q3 | $3.34M | Hold |
35,411
| – | – | 0.18% | 53 |
|
|
2023
Q2 | $3.53M | Sell |
35,411
-81
| -0.2% | -$8.07K | 0.17% | 54 |
|
|
2023
Q1 | $3.43M | Sell |
35,492
-1,038
| -3% | -$100K | 0.18% | 54 |
|
|
2022
Q4 | $3.46M | Sell |
36,530
-239
| -0.7% | -$22.6K | 0.2% | 54 |
|
|
2022
Q3 | $3.21M | Buy |
36,769
+121
| +0.3% | +$10.6K | 0.22% | 52 |
|
|
2022
Q2 | $3.4M | Buy |
36,648
+60
| +0.2% | +$5.57K | 0.23% | 52 |
|
|
2022
Q1 | $3.99M | Buy |
+36,588
| New | +$3.99M | 0.21% | 55 |
|