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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$453K	Sell	3,132 -26	-0.8%	-$3.86K	0.02%	138
2025 Q4	$446K	Hold	3,158	–	–	0.02%	132
2025 Q3	$447K	Hold	3,158	–	–	0.02%	130
2025 Q2	$420K	Sell	3,158 -147	-4%	-$18.4K	0.02%	129
2025 Q1	$411K	Sell	3,305 -272	-8%	-$36.4K	0.02%	131
2024 Q4	$484K	Sell	3,577 -667	-16%	-$94.4K	0.02%	122
2024 Q3	$592K	Buy	4,244 +1,480	+54%	+$200K	0.03%	113
2024 Q2	$355K	Hold	2,764	–	–	0.02%	140
2024 Q1	$361K	Hold	2,764	–	–	0.02%	147
2023 Q4	$346K	Sell	2,764 -638	-19%	-$71.6K	0.02%	154
2023 Q3	$373K	Sell	3,402 -1,134	-25%	-$131K	0.02%	134
2023 Q2	$521K	Sell	4,536 -411	-8%	-$44.9K	0.03%	120
2023 Q1	$544K	Hold	4,947	–	–	0.03%	121
2022 Q4	$535K	Buy	4,947 +1,392	+39%	+$153K	0.03%	116
2022 Q3	$361K	Hold	3,555	–	–	0.02%	120
2022 Q2	$377K	Hold	3,555	–	–	0.03%	127
2022 Q1	$451K	Buy	+3,555	New	+$448K	0.02%	128

Other funds holding IJT

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

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

First Western Trust Bank's IJT Position: Q1 2026 in Review

First Western Trust Bank reduced its iShares S&P Small-Cap 600 Growth ETF (IJT) stake by 0.82% in Q1 2026, selling an estimated $3.86K and leaving 3,132 shares worth $453K. The position accounts for 0.02% of the portfolio, ranked #138.

First Western Trust Bank first reported a position in IJT in Q1 2022 and has held it in 17 quarters since. The position peaked at $592K in Q3 2024. 757 funds tracked by Wall St. Rank hold IJT as of Q1 2026.

First Western Trust Bank held 3,132 shares of iShares S&P Small-Cap 600 Growth ETF worth $453K as of Q1 2026.
First Western Trust Bank sold 26 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2026, an estimated $3.86K.
iShares S&P Small-Cap 600 Growth ETF made up 0.02% of First Western Trust Bank's portfolio in Q1 2026, its #138 holding.
First Western Trust Bank first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2022 and has held it in 17 quarters since.
First Western Trust Bank's iShares S&P Small-Cap 600 Growth ETF position peaked at $592K in Q3 2024.
757 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2026.

Based on First Western Trust Bank's 13F filing for Q1 2026, filed 12 May 2026.