First Western Trust Bank’s iShares S&P 500 Value ETF IVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$524K	Hold	2,308	–	–	0.03%	137
2026 Q1	$487K	Buy	2,308 +102	+5%	+$22.1K	0.02%	127
2025 Q4	$468K	Hold	2,206	–	–	0.02%	128
2025 Q3	$456K	Sell	2,206 -1,456	-40%	-$292K	0.02%	126
2025 Q2	$716K	Hold	3,662	–	–	0.03%	103
2025 Q1	$698K	Hold	3,662	–	–	0.03%	100
2024 Q4	$699K	Hold	3,662	–	–	0.03%	103
2024 Q3	$722K	Sell	3,662 -108	-3%	-$20.5K	0.03%	105
2024 Q2	$686K	Sell	3,770 -164	-4%	-$29.9K	0.03%	105
2024 Q1	$735K	Sell	3,934 -115	-3%	-$20.4K	0.03%	107
2023 Q4	$704K	Sell	4,049 -174	-4%	-$28K	0.04%	106
2023 Q3	$650K	Sell	4,223 -1,329	-24%	-$215K	0.03%	106
2023 Q2	$895K	Hold	5,552	–	–	0.04%	96
2023 Q1	$843K	Hold	5,552	–	–	0.04%	100
2022 Q4	$805K	Buy	5,552 +938	+20%	+$134K	0.05%	102
2022 Q3	$593K	Hold	4,614	–	–	0.04%	102
2022 Q2	$637K	Hold	4,614	–	–	0.04%	102
2022 Q1	$728K	Buy	+4,614	New	+$710K	0.04%	103

Other funds holding IVE

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

First Western Trust Bank held its iShares S&P 500 Value ETF (IVE) position steady in Q2 2026 at 2,308 shares worth $524K. The position accounts for 0.03% of the portfolio, ranked #137.

First Western Trust Bank first reported a position in IVE in Q1 2022 and has held it in 18 quarters since. The position peaked at $895K in Q2 2023. 1,767 funds tracked by Wall St. Rank hold IVE as of Q2 2026.

First Western Trust Bank held 2,308 shares of iShares S&P 500 Value ETF worth $524K as of Q2 2026.
First Western Trust Bank left its iShares S&P 500 Value ETF share count unchanged in Q2 2026.
iShares S&P 500 Value ETF made up 0.03% of First Western Trust Bank's portfolio in Q2 2026, its #137 holding.
First Western Trust Bank first reported a position in iShares S&P 500 Value ETF in Q1 2022 and has held it in 18 quarters since.
First Western Trust Bank's iShares S&P 500 Value ETF position peaked at $895K in Q2 2023.
1,767 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q2 2026.

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