First Western Trust Bank’s iShares Micro-Cap ETF IWC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$590K	Hold	2,947	–	–	0.03%	123
2026 Q1	$470K	Hold	2,947	–	–	0.02%	134
2025 Q4	$465K	Hold	2,947	–	–	0.02%	130
2025 Q3	$439K	Hold	2,947	–	–	0.02%	131
2025 Q2	$376K	Hold	2,947	–	–	0.02%	140
2025 Q1	$327K	Hold	2,947	–	–	0.02%	145
2024 Q4	$384K	Hold	2,947	–	–	0.02%	140
2024 Q3	$363K	Hold	2,947	–	–	0.02%	148
2024 Q2	$336K	Sell	2,947 -86	-3%	-$9.91K	0.02%	144
2024 Q1	$368K	Hold	3,033	–	–	0.02%	144
2023 Q4	$352K	Hold	3,033	–	–	0.02%	152
2023 Q3	$304K	Sell	3,033 -391	-11%	-$42.3K	0.02%	147
2023 Q2	$374K	Hold	3,424	–	–	0.02%	142
2023 Q1	$358K	Hold	3,424	–	–	0.02%	147
2022 Q4	$369K	Buy	3,424 +834	+32%	+$90.8K	0.02%	133
2022 Q3	$268K	Hold	2,590	–	–	0.02%	148
2022 Q2	$269K	Hold	2,590	–	–	0.02%	149
2022 Q1	$334K	Buy	+2,590	New	+$333K	0.02%	148

Other funds holding IWC

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

WTC

WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

First Western Trust Bank held its iShares Micro-Cap ETF (IWC) position steady in Q2 2026 at 2,947 shares worth $590K. The position accounts for 0.03% of the portfolio, ranked #123.

First Western Trust Bank first reported a position in IWC in Q1 2022 and has held it in 18 quarters since. 273 funds tracked by Wall St. Rank hold IWC as of Q2 2026.

First Western Trust Bank held 2,947 shares of iShares Micro-Cap ETF worth $590K as of Q2 2026.
First Western Trust Bank left its iShares Micro-Cap ETF share count unchanged in Q2 2026.
iShares Micro-Cap ETF made up 0.03% of First Western Trust Bank's portfolio in Q2 2026, its #123 holding.
First Western Trust Bank first reported a position in iShares Micro-Cap ETF in Q1 2022 and has held it in 18 quarters since.
273 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q2 2026.

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