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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$475K	Buy	1,205 +10	+0.8%	+$3.65K	0.02%	143
2026 Q1	$375K	Sell	1,195 -35	-3%	-$11.6K	0.02%	153
2025 Q4	$397K	Hold	1,230	–	–	0.02%	142
2025 Q3	$394K	Buy	1,230 +88	+8%	+$26.5K	0.02%	138
2025 Q2	$326K	Sell	1,142 -19	-2%	-$5K	0.01%	148
2025 Q1	$297K	Buy	1,161 +28	+2%	+$7.9K	0.01%	150
2024 Q4	$326K	Buy	1,133 +29	+3%	+$8.58K	0.02%	155
2024 Q3	$314K	Buy	1,104 +120	+12%	+$32.9K	0.01%	154
2024 Q2	$258K	Sell	984 -1,738	-64%	-$451K	0.01%	162
2024 Q1	$737K	Sell	2,722 -67	-2%	-$17.1K	0.03%	106
2023 Q4	$704K	Sell	2,789 -587	-17%	-$132K	0.04%	107
2023 Q3	$757K	Sell	3,376 -65	-2%	-$15.6K	0.04%	97
2023 Q2	$835K	Sell	3,441 -509	-13%	-$117K	0.04%	100
2023 Q1	$896K	Sell	3,950 -57	-1%	-$13K	0.05%	98
2022 Q4	$860K	Buy	4,007 +1,810	+82%	+$397K	0.05%	96
2022 Q3	$454K	Sell	2,197 -460	-17%	-$104K	0.03%	114
2022 Q2	$553K	Sell	2,657 -2,182	-45%	-$487K	0.04%	109
2022 Q1	$1.25M	Buy	+4,839	New	+$1.24M	0.06%	82

Other funds holding IWO

DADC

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

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

SGAM

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

WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

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

First Western Trust Bank increased its iShares Russell 2000 Growth ETF (IWO) stake by 0.84% in Q2 2026, buying an estimated $3.65K and bringing the position to 1,205 shares worth $475K. The position accounts for 0.02% of the portfolio, ranked #143.

First Western Trust Bank first reported a position in IWO in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.25M in Q1 2022. 481 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

First Western Trust Bank held 1,205 shares of iShares Russell 2000 Growth ETF worth $475K as of Q2 2026.
First Western Trust Bank bought 10 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $3.65K.
iShares Russell 2000 Growth ETF made up 0.02% of First Western Trust Bank's portfolio in Q2 2026, its #143 holding.
First Western Trust Bank first reported a position in iShares Russell 2000 Growth ETF in Q1 2022 and has held it in 18 quarters since.
First Western Trust Bank's iShares Russell 2000 Growth ETF position peaked at $1.25M in Q1 2022.
481 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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