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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.33M	Buy	9,592 +1,616	+20%	+$376K	0.11%	59
2026 Q1	$1.7M	Buy	7,976 +380	+5%	+$83.2K	0.09%	68
2025 Q4	$1.6M	Sell	7,596 -1	-0%	-$207	0.08%	67
2025 Q3	$1.55M	Sell	7,597 -2,356	-24%	-$469K	0.07%	67
2025 Q2	$1.93M	Sell	9,953 -688	-6%	-$127K	0.09%	64
2025 Q1	$2M	Sell	10,641 -242	-2%	-$46.1K	0.1%	62
2024 Q4	$2.01M	Sell	10,883 -3,346	-24%	-$642K	0.09%	66
2024 Q3	$2.7M	Sell	14,229 -345	-2%	-$62.9K	0.12%	58
2024 Q2	$2.54M	Buy	14,574 +827	+6%	+$145K	0.12%	57
2024 Q1	$2.46M	Sell	13,747 -1,423	-9%	-$241K	0.11%	59
2023 Q4	$2.51M	Sell	15,170 -9,537	-39%	-$1.47M	0.12%	60
2023 Q3	$3.75M	Sell	24,707 -1,691	-6%	-$268K	0.2%	47
2023 Q2	$4.17M	Sell	26,398 -544	-2%	-$83.2K	0.2%	47
2023 Q1	$4.1M	Sell	26,942 -1,374	-5%	-$212K	0.21%	48
2022 Q4	$4.29M	Buy	28,316 +196	+0.7%	+$29.3K	0.25%	44
2022 Q3	$3.82M	Sell	28,120 -1,109	-4%	-$167K	0.26%	45
2022 Q2	$4.27M	Buy	29,229 +448	+2%	+$70.1K	0.28%	41
2022 Q1	$4.85M	Buy	+28,781	New	+$4.73M	0.25%	47

Other funds holding IWD

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

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

First Western Trust Bank increased its iShares Russell 1000 Value ETF (IWD) stake by 20% in Q2 2026, buying an estimated $376K and bringing the position to 9,592 shares worth $2.33M. The position accounts for 0.11% of the portfolio, ranked #59.

First Western Trust Bank first reported a position in IWD in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.85M in Q1 2022. 938 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

First Western Trust Bank held 9,592 shares of iShares Russell 1000 Value ETF worth $2.33M as of Q2 2026.
First Western Trust Bank bought 1,616 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $376K.
iShares Russell 1000 Value ETF made up 0.11% of First Western Trust Bank's portfolio in Q2 2026, its #59 holding.
First Western Trust Bank first reported a position in iShares Russell 1000 Value ETF in Q1 2022 and has held it in 18 quarters since.
First Western Trust Bank's iShares Russell 1000 Value ETF position peaked at $4.85M in Q1 2022.
938 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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