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 Q2	$3.47M	Buy	8,476 +1,757	+26%	+$696K	0.17%	41
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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

First Western Trust Bank increased its iShares Russell 1000 ETF (IWB) stake by 26% in Q2 2026, buying an estimated $696K and bringing the position to 8,476 shares worth $3.47M. The position accounts for 0.17% of the portfolio, ranked #41.

First Western Trust Bank first reported a position in IWB in Q1 2022 and has held it in 18 quarters since. The position peaked at $27.5M in Q2 2023. 1,552 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

First Western Trust Bank held 8,476 shares of iShares Russell 1000 ETF worth $3.47M as of Q2 2026.
First Western Trust Bank bought 1,757 iShares Russell 1000 ETF shares in Q2 2026, an estimated $696K.
iShares Russell 1000 ETF made up 0.17% of First Western Trust Bank's portfolio in Q2 2026, its #41 holding.
First Western Trust Bank first reported a position in iShares Russell 1000 ETF in Q1 2022 and has held it in 18 quarters since.
First Western Trust Bank's iShares Russell 1000 ETF position peaked at $27.5M in Q2 2023.
1,552 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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