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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$687K	Buy	3,108 +527	+20%	+$110K	0.03%	114
2026 Q1	$489K	Hold	2,581	–	–	0.02%	122
2025 Q4	$468K	Hold	2,581	–	–	0.02%	129
2025 Q3	$456K	Hold	2,581	–	–	0.02%	125
2025 Q2	$407K	Hold	2,581	–	–	0.02%	133
2025 Q1	$390K	Sell	2,581 -88	-3%	-$14.2K	0.02%	135
2024 Q4	$438K	Sell	2,669 -39	-1%	-$6.66K	0.02%	128
2024 Q3	$452K	Sell	2,708 -436	-14%	-$70.8K	0.02%	135
2024 Q2	$479K	Sell	3,144 -2,889	-48%	-$442K	0.02%	125
2024 Q1	$958K	Sell	6,033 -418	-6%	-$63.3K	0.04%	90
2023 Q4	$1M	Sell	6,451 -843	-12%	-$117K	0.05%	87
2023 Q3	$989K	Sell	7,294 -1,806	-20%	-$259K	0.05%	86
2023 Q2	$1.28M	Sell	9,100 -1,780	-16%	-$241K	0.06%	79
2023 Q1	$1.49M	Sell	10,880 -291	-3%	-$42.2K	0.08%	77
2022 Q4	$1.55M	Buy	11,171 +2,938	+36%	+$415K	0.09%	70
2022 Q3	$1.06M	Sell	8,233 -1,422	-15%	-$206K	0.07%	79
2022 Q2	$1.32M	Sell	9,655 -1,063	-10%	-$158K	0.09%	73
2022 Q1	$1.75M	Buy	+10,718	New	+$1.71M	0.09%	72

Other funds holding IWN

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

First Western Trust Bank increased its iShares Russell 2000 Value ETF (IWN) stake by 20% in Q2 2026, buying an estimated $110K and bringing the position to 3,108 shares worth $687K. The position accounts for 0.03% of the portfolio, ranked #114.

First Western Trust Bank first reported a position in IWN in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.75M in Q1 2022. 1,079 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

First Western Trust Bank held 3,108 shares of iShares Russell 2000 Value ETF worth $687K as of Q2 2026.
First Western Trust Bank bought 527 iShares Russell 2000 Value ETF shares in Q2 2026, an estimated $110K.
iShares Russell 2000 Value ETF made up 0.03% of First Western Trust Bank's portfolio in Q2 2026, its #114 holding.
First Western Trust Bank first reported a position in iShares Russell 2000 Value ETF in Q1 2022 and has held it in 18 quarters since.
First Western Trust Bank's iShares Russell 2000 Value ETF position peaked at $1.75M in Q1 2022.
1,079 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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