First Western Trust Bank’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $807K | Sell |
5,820
-76
| -1% | -$10.5K | 0.04% | 98 |
|
|
2025
Q1 | $693K | Buy |
5,896
+240
| +4% | +$28.2K | 0.03% | 102 |
|
|
2024
Q4 | $717K | Buy |
5,656
+119
| +2% | +$15.1K | 0.03% | 102 |
|
|
2024
Q3 | $649K | Buy |
5,537
+232
| +4% | +$27.2K | 0.03% | 108 |
|
|
2024
Q2 | $585K | Sell |
5,305
-374
| -7% | -$41.3K | 0.03% | 109 |
|
|
2024
Q1 | $648K | Hold |
5,679
| – | – | 0.03% | 114 |
|
|
2023
Q4 | $593K | Buy |
5,679
+973
| +21% | +$102K | 0.03% | 115 |
|
|
2023
Q3 | $430K | Sell |
4,706
-464
| -9% | -$42.4K | 0.02% | 125 |
|
|
2023
Q2 | $500K | Sell |
5,170
-440
| -8% | -$42.5K | 0.02% | 122 |
|
|
2023
Q1 | $511K | Hold |
5,610
| – | – | 0.03% | 124 |
|
|
2022
Q4 | $469K | Sell |
5,610
-839
| -13% | -$70.1K | 0.03% | 120 |
|
|
2022
Q3 | $506K | Sell |
6,449
-4,074
| -39% | -$320K | 0.03% | 109 |
|
|
2022
Q2 | $843K | Sell |
10,523
-539
| -5% | -$43.2K | 0.06% | 92 |
|
|
2022
Q1 | $1.13M | Buy |
+11,062
| New | +$1.13M | 0.06% | 88 |
|