First Western Trust Bank’s iShares Core S&P 500 ETF IVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.18M	Sell	6,919 -5	-0.1%	-$3.64K	0.25%	28
2026 Q1	$4.52M	Buy	6,924 +2,771	+67%	+$1.89M	0.23%	31
2025 Q4	$2.84M	Hold	4,153	–	–	0.14%	50
2025 Q3	$2.78M	Sell	4,153 -1,199	-22%	-$772K	0.13%	52
2025 Q2	$3.32M	Sell	5,352 -194	-3%	-$111K	0.15%	48
2025 Q1	$3.12M	Sell	5,546 -17	-0.3%	-$10K	0.15%	49
2024 Q4	$3.27M	Sell	5,563 -26	-0.5%	-$15.4K	0.15%	49
2024 Q3	$3.22M	Buy	5,589 +4	+0.1%	+$2.22K	0.15%	54
2024 Q2	$3.06M	Sell	5,585 -934	-14%	-$491K	0.15%	53
2024 Q1	$3.43M	Sell	6,519 -272	-4%	-$136K	0.16%	53
2023 Q4	$3.24M	Sell	6,791 -9	-0.1%	-$4.03K	0.16%	53
2023 Q3	$2.92M	Sell	6,800 -621	-8%	-$278K	0.16%	58
2023 Q2	$3.31M	Sell	7,421 -120	-2%	-$50.6K	0.16%	57
2023 Q1	$3.1M	Sell	7,541 -2,015	-21%	-$808K	0.16%	59
2022 Q4	$3.67M	Sell	9,556 -23	-0.2%	-$8.88K	0.21%	50
2022 Q3	$3.44M	Sell	9,579 -26	-0.3%	-$10.4K	0.23%	49
2022 Q2	$3.67M	Buy	9,605 +289	+3%	+$119K	0.24%	48
2022 Q1	$4.29M	Buy	+9,316	New	+$4.17M	0.22%	50

Other funds holding IVV

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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

First Western Trust Bank reduced its iShares Core S&P 500 ETF (IVV) stake by 0.07% in Q2 2026, selling an estimated $3.64K and leaving 6,919 shares worth $5.18M. The position accounts for 0.25% of the portfolio, ranked #28.

First Western Trust Bank first reported a position in IVV in Q1 2022 and has held it in 18 quarters since. 2,099 funds tracked by Wall St. Rank hold IVV as of Q2 2026.

First Western Trust Bank held 6,919 shares of iShares Core S&P 500 ETF worth $5.18M as of Q2 2026.
First Western Trust Bank sold 5 iShares Core S&P 500 ETF shares in Q2 2026, an estimated $3.64K.
iShares Core S&P 500 ETF made up 0.25% of First Western Trust Bank's portfolio in Q2 2026, its #28 holding.
First Western Trust Bank first reported a position in iShares Core S&P 500 ETF in Q1 2022 and has held it in 18 quarters since.
2,099 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2026.

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