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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

First Western Trust Bank's IWM Position: Q1 2026 in Review

First Western Trust Bank increased its iShares Russell 2000 ETF (IWM) stake by 0.39% in Q1 2026, buying an estimated $236K and bringing the position to 237,881 shares worth $59M. The position accounts for 2.98% of the portfolio, ranked #7.

First Western Trust Bank first reported a position in IWM in Q1 2022 and has held it in 17 quarters since. The position peaked at $59.8M in Q1 2022. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

First Western Trust Bank held 237,881 shares of iShares Russell 2000 ETF worth $59M as of Q1 2026.
First Western Trust Bank bought 914 iShares Russell 2000 ETF shares in Q1 2026, an estimated $236K.
iShares Russell 2000 ETF made up 2.98% of First Western Trust Bank's portfolio in Q1 2026, its #7 holding.
First Western Trust Bank first reported a position in iShares Russell 2000 ETF in Q1 2022 and has held it in 17 quarters since.
First Western Trust Bank's iShares Russell 2000 ETF position peaked at $59.8M in Q1 2022.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

Based on First Western Trust Bank's 13F filing for Q1 2026, filed 12 May 2026.