First Western Trust Bank’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,489	Closed	-$270K	–	197
2024 Q4	$270K	Hold	2,489	–	–	0.01%	162
2024 Q3	$268K	Hold	2,489	–	–	0.01%	171
2024 Q2	$242K	Hold	2,489	–	–	0.01%	173
2024 Q1	$256K	Hold	2,489	–	–	0.01%	176
2023 Q4	$257K	Hold	2,489	–	–	0.01%	173
2023 Q3	$222K	Sell	2,489 -1,992	-44%	-$190K	0.01%	161
2023 Q2	$426K	Sell	4,481 -48	-1%	-$4.39K	0.02%	132
2023 Q1	$424K	Hold	4,529	–	–	0.02%	134
2022 Q4	$414K	Buy	4,529 +1,716	+61%	+$158K	0.02%	127
2022 Q3	$232K	Hold	2,813	–	–	0.02%	160
2022 Q2	$251K	Hold	2,813	–	–	0.02%	154
2022 Q1	$291K	Buy	+2,813	New	+$287K	0.02%	158

Other funds holding IJS

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

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

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

RFC

Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

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

First Western Trust Bank sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q1 2025, closing a stake of 2,489 shares — an estimated $270K sold.

First Western Trust Bank first reported a position in IJS in Q1 2022 and held it in 12 quarters. The position peaked at $426K in Q2 2023. 800 funds tracked by Wall St. Rank hold IJS as of Q1 2025.

First Western Trust Bank reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q1 2025 after selling out during the quarter.
First Western Trust Bank sold 2,489 iShares S&P Small-Cap 600 Value ETF shares in Q1 2025, an estimated $270K.
First Western Trust Bank first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2022 and held it in 12 quarters.
First Western Trust Bank's iShares S&P Small-Cap 600 Value ETF position peaked at $426K in Q2 2023.
800 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2025.

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