First Western Trust Bank’s iShares Russell 1000 ETF IWB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.4M	Sell	6,719 -2,610	-28%	-$973K	0.12%	56
2025 Q4	$3.48M	Hold	9,329	–	–	0.17%	45
2025 Q3	$3.41M	Sell	9,329 -143	-2%	-$50.4K	0.16%	46
2025 Q2	$3.22M	Sell	9,472 -457	-5%	-$143K	0.14%	49
2025 Q1	$3.05M	Sell	9,929 -4	-0%	-$1.29K	0.15%	50
2024 Q4	$3.2M	Sell	9,933 -684	-6%	-$222K	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%	-$1.92K	0.14%	57
2023 Q4	$2.79M	Sell	10,624 -102,333	-91%	-$25.1M	0.14%	58
2023 Q3	$26.5M	Buy	112,957 +7	+0%	+$1.71K	1.43%	8
2023 Q2	$27.5M	Hold	112,950	–	–	1.35%	8
2023 Q1	$25.4M	Buy	112,950 +102,333	+964%	+$22.5M	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	+$2.62M	0.14%	61

Other funds holding IWB

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

First Western Trust Bank reduced its iShares Russell 1000 ETF (IWB) stake by 28% in Q1 2026, selling an estimated $973K and leaving 6,719 shares worth $2.4M. The position accounts for 0.12% of the portfolio, ranked #56.

First Western Trust Bank first reported a position in IWB in Q1 2022 and has held it in 17 quarters since. The position peaked at $27.5M in Q2 2023. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

First Western Trust Bank held 6,719 shares of iShares Russell 1000 ETF worth $2.4M as of Q1 2026.
First Western Trust Bank sold 2,610 iShares Russell 1000 ETF shares in Q1 2026, an estimated $973K.
iShares Russell 1000 ETF made up 0.12% of First Western Trust Bank's portfolio in Q1 2026, its #56 holding.
First Western Trust Bank first reported a position in iShares Russell 1000 ETF in Q1 2022 and has held it in 17 quarters since.
First Western Trust Bank's iShares Russell 1000 ETF position peaked at $27.5M in Q2 2023.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

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