First Western Trust Bank’s iShares Core S&P Small-Cap ETF IJR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.6M | Sell |
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|
2025
Q2 | $3.5M | Buy |
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|
2025
Q1 | $3.34M | Sell |
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|
2024
Q4 | $3.71M | Buy |
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|
2024
Q3 | $3.77M | Sell |
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|
2024
Q2 | $3.6M | Sell |
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|
2024
Q1 | $3.74M | Sell |
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|
2023
Q4 | $3.83M | Sell |
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|
2023
Q3 | $3.34M | Hold |
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|
2023
Q2 | $3.53M | Sell |
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|
2023
Q1 | $3.43M | Sell |
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|
2022
Q4 | $3.46M | Sell |
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|
2022
Q3 | $3.21M | Buy |
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|
2022
Q2 | $3.4M | Buy |
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|
2022
Q1 | $3.99M | Buy |
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