First Western Trust Bank’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.74M	Hold	19,957	–	–	0.13%	50
2026 Q1	$2.26M	Buy	19,957 +71	+0.4%	+$8.54K	0.11%	58
2025 Q4	$2.45M	Hold	19,886	–	–	0.12%	58
2025 Q3	$2.4M	Sell	19,886 -6,080	-23%	-$699K	0.11%	58
2025 Q2	$2.86M	Hold	25,966	–	–	0.13%	53
2025 Q1	$2.41M	Sell	25,966 -165	-0.6%	-$16.6K	0.12%	56
2024 Q4	$2.65M	Sell	26,131 -574	-2%	-$57.3K	0.12%	57
2024 Q3	$2.56M	Sell	26,705 -311	-1%	-$28.7K	0.12%	60
2024 Q2	$2.5M	Hold	27,016	–	–	0.12%	58
2024 Q1	$2.28M	Hold	27,016	–	–	0.1%	63
2023 Q4	$2.03M	Buy	27,016 +1,535	+6%	+$109K	0.1%	67
2023 Q3	$1.74M	Hold	25,481	–	–	0.09%	70
2023 Q2	$1.8M	Hold	25,481	–	–	0.09%	71
2023 Q1	$1.63M	Hold	25,481	–	–	0.08%	74
2022 Q4	$1.49M	Sell	25,481 -767	-3%	-$46.1K	0.09%	71
2022 Q3	$1.52M	Sell	26,248 -1,131	-4%	-$73.5K	0.1%	69
2022 Q2	$1.67M	Sell	27,379 -669	-2%	-$44.3K	0.11%	66
2022 Q1	$2.18M	Buy	+28,048	New	+$2.11M	0.11%	66

Other funds holding IVW

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

First Western Trust Bank held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2026 at 19,957 shares worth $2.74M. The position accounts for 0.13% of the portfolio, ranked #50.

First Western Trust Bank first reported a position in IVW in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.86M in Q2 2025. 2,133 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

First Western Trust Bank held 19,957 shares of iShares S&P 500 Growth ETF worth $2.74M as of Q2 2026.
First Western Trust Bank left its iShares S&P 500 Growth ETF share count unchanged in Q2 2026.
iShares S&P 500 Growth ETF made up 0.13% of First Western Trust Bank's portfolio in Q2 2026, its #50 holding.
First Western Trust Bank first reported a position in iShares S&P 500 Growth ETF in Q1 2022 and has held it in 18 quarters since.
First Western Trust Bank's iShares S&P 500 Growth ETF position peaked at $2.86M in Q2 2025.
2,133 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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