FWTB
First Western Trust Bank’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.5M | Sell |
238,581
-2,712
| -1% | -$585K | 2.32% | 6 |
|
|
2025
Q1 | $48.1M | Buy |
241,293
+4,802
| +2% | +$958K | 2.3% | 6 |
|
|
2024
Q4 | $52.3M | Sell |
236,491
-8,121
| -3% | -$1.79M | 2.41% | 5 |
|
|
2024
Q3 | $54M | Buy |
244,612
+10,240
| +4% | +$2.26M | 2.43% | 5 |
|
|
2024
Q2 | $47.6M | Sell |
234,372
-3,169
| -1% | -$643K | 2.26% | 5 |
|
|
2024
Q1 | $50M | Sell |
237,541
-6,541
| -3% | -$1.38M | 2.27% | 5 |
|
|
2023
Q4 | $49M | Sell |
244,082
-14,759
| -6% | -$2.96M | 2.44% | 5 |
|
|
2023
Q3 | $45.7M | Sell |
258,841
-5,697
| -2% | -$1.01M | 2.46% | 4 |
|
|
2023
Q2 | $49.5M | Buy |
264,538
+4
| +0% | +$749 | 2.42% | 4 |
|
|
2023
Q1 | $47.2M | Sell |
264,534
-6,688
| -2% | -$1.19M | 2.46% | 4 |
|
|
2022
Q4 | $47.3M | Sell |
271,222
-28,414
| -9% | -$4.95M | 2.71% | 4 |
|
|
2022
Q3 | $49.4M | Buy |
299,636
+11,713
| +4% | +$1.93M | 3.32% | 4 |
|
|
2022
Q2 | $49.1M | Sell |
287,923
-344
| -0.1% | -$58.7K | 3.26% | 4 |
|
|
2022
Q1 | $59.8M | Buy |
+288,267
| New | +$59.8M | 3.07% | 4 |
|