First Western Trust Bank’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.22M | Sell |
9,472
-457
| -5% | -$155K | 0.14% | 49 |
|
|
2025
Q1 | $3.05M | Sell |
9,929
-4
| -0% | -$1.23K | 0.15% | 50 |
|
|
2024
Q4 | $3.2M | Sell |
9,933
-684
| -6% | -$220K | 0.15% | 52 |
|
|
2024
Q3 | $3.34M | Hold |
10,617
| – | – | 0.15% | 53 |
|
|
2024
Q2 | $3.16M | Hold |
10,617
| – | – | 0.15% | 52 |
|
|
2024
Q1 | $3.06M | Sell |
10,617
-7
| -0.1% | -$2.02K | 0.14% | 57 |
|
|
2023
Q4 | $2.79M | Sell |
10,624
-102,333
| -91% | -$26.8M | 0.14% | 58 |
|
|
2023
Q3 | $26.5M | Buy |
112,957
+7
| +0% | +$1.64K | 1.43% | 8 |
|
|
2023
Q2 | $27.5M | Hold |
112,950
| – | – | 1.35% | 8 |
|
|
2023
Q1 | $25.4M | Buy |
112,950
+102,333
| +964% | +$23M | 1.33% | 7 |
|
|
2022
Q4 | $2.24M | Hold |
10,617
| – | – | 0.13% | 63 |
|
|
2022
Q3 | $2.1M | Hold |
10,617
| – | – | 0.14% | 63 |
|
|
2022
Q2 | $2.22M | Hold |
10,617
| – | – | 0.15% | 63 |
|
|
2022
Q1 | $2.69M | Buy |
+10,617
| New | +$2.69M | 0.14% | 61 |
|