First Western Trust Bank’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$70.4M	Sell	234,431 -3,450	-1%	-$969K	3.43%	6
2026 Q1	$59M	Buy	237,881 +914	+0.4%	+$236K	2.98%	7
2025 Q4	$58.3M	Sell	236,967 -3,250	-1%	-$799K	2.87%	5
2025 Q3	$58.1M	Buy	240,217 +1,636	+0.7%	+$375K	2.67%	6
2025 Q2	$51.5M	Sell	238,581 -2,712	-1%	-$546K	2.32%	6
2025 Q1	$48.1M	Buy	241,293 +4,802	+2%	+$1.04M	2.3%	6
2024 Q4	$52.3M	Sell	236,491 -8,121	-3%	-$1.85M	2.41%	5
2024 Q3	$54M	Buy	244,612 +10,240	+4%	+$2.19M	2.43%	5
2024 Q2	$47.6M	Sell	234,372 -3,169	-1%	-$640K	2.26%	5
2024 Q1	$50M	Sell	237,541 -6,541	-3%	-$1.3M	2.27%	5
2023 Q4	$49M	Sell	244,082 -14,759	-6%	-$2.64M	2.44%	5
2023 Q3	$45.7M	Sell	258,841 -5,697	-2%	-$1.07M	2.46%	4
2023 Q2	$49.5M	Buy	264,538 +4	+0%	+$713	2.42%	4
2023 Q1	$47.2M	Sell	264,534 -6,688	-2%	-$1.23M	2.46%	4
2022 Q4	$47.3M	Sell	271,222 -28,414	-9%	-$5.05M	2.71%	4
2022 Q3	$49.4M	Buy	299,636 +11,713	+4%	+$2.14M	3.32%	4
2022 Q2	$49.1M	Sell	287,923 -344	-0.1%	-$63.4K	3.26%	4
2022 Q1	$59.8M	Buy	+288,267	New	+$58.8M	3.07%	4

Other funds holding IWM

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

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

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

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

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

First Western Trust Bank reduced its iShares Russell 2000 ETF (IWM) stake by 1.5% in Q2 2026, selling an estimated $969K and leaving 234,431 shares worth $70.4M. The position accounts for 3.43% of the portfolio, ranked #6.

First Western Trust Bank first reported a position in IWM in Q1 2022 and has held it in 18 quarters since. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

First Western Trust Bank held 234,431 shares of iShares Russell 2000 ETF worth $70.4M as of Q2 2026.
First Western Trust Bank sold 3,450 iShares Russell 2000 ETF shares in Q2 2026, an estimated $969K.
iShares Russell 2000 ETF made up 3.43% of First Western Trust Bank's portfolio in Q2 2026, its #6 holding.
First Western Trust Bank first reported a position in iShares Russell 2000 ETF in Q1 2022 and has held it in 18 quarters since.
2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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