First Western Trust Bank’s iShares Russell 1000 Value ETF IWD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Sell |
9,953
-688
| -6% | -$134K | 0.09% | 64 |
|
|
2025
Q1 | $2M | Sell |
10,641
-242
| -2% | -$45.5K | 0.1% | 62 |
|
|
2024
Q4 | $2.01M | Sell |
10,883
-3,346
| -24% | -$619K | 0.09% | 66 |
|
|
2024
Q3 | $2.7M | Sell |
14,229
-345
| -2% | -$65.5K | 0.12% | 58 |
|
|
2024
Q2 | $2.54M | Buy |
14,574
+827
| +6% | +$144K | 0.12% | 57 |
|
|
2024
Q1 | $2.46M | Sell |
13,747
-1,423
| -9% | -$255K | 0.11% | 59 |
|
|
2023
Q4 | $2.51M | Sell |
15,170
-9,537
| -39% | -$1.58M | 0.12% | 60 |
|
|
2023
Q3 | $3.75M | Sell |
24,707
-1,691
| -6% | -$257K | 0.2% | 47 |
|
|
2023
Q2 | $4.17M | Sell |
26,398
-544
| -2% | -$85.9K | 0.2% | 47 |
|
|
2023
Q1 | $4.1M | Sell |
26,942
-1,374
| -5% | -$209K | 0.21% | 48 |
|
|
2022
Q4 | $4.29M | Buy |
28,316
+196
| +0.7% | +$29.7K | 0.25% | 44 |
|
|
2022
Q3 | $3.82M | Sell |
28,120
-1,109
| -4% | -$151K | 0.26% | 45 |
|
|
2022
Q2 | $4.27M | Buy |
29,229
+448
| +2% | +$65.4K | 0.28% | 41 |
|
|
2022
Q1 | $4.85M | Buy |
+28,781
| New | +$4.85M | 0.25% | 47 |
|