First Western Trust Bank’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $106M | Sell |
1,153,332
-22,456
| -2% | -$2.07M | 4.77% | 3 |
|
|
2025
Q1 | $100M | Buy |
1,175,788
+75,170
| +7% | +$6.39M | 4.79% | 3 |
|
|
2024
Q4 | $97.3M | Sell |
1,100,618
-45,787
| -4% | -$4.05M | 4.49% | 3 |
|
|
2024
Q3 | $101M | Sell |
1,146,405
-13,839
| -1% | -$1.22M | 4.54% | 3 |
|
|
2024
Q2 | $94.1M | Sell |
1,160,244
-28,730
| -2% | -$2.33M | 4.48% | 3 |
|
|
2024
Q1 | $100M | Sell |
1,188,974
-575
| -0% | -$48.4K | 4.55% | 3 |
|
|
2023
Q4 | $92.5M | Buy |
1,189,549
+3,423
| +0.3% | +$266K | 4.6% | 3 |
|
|
2023
Q3 | $82.1M | Sell |
1,186,126
-2,567
| -0.2% | -$178K | 4.42% | 3 |
|
|
2023
Q2 | $86.8M | Buy |
1,188,693
+47,089
| +4% | +$3.44M | 4.24% | 3 |
|
|
2023
Q1 | $79.8M | Sell |
1,141,604
-6,787
| -0.6% | -$475K | 4.16% | 3 |
|
|
2022
Q4 | $77.5M | Buy |
1,148,391
+34,084
| +3% | +$2.3M | 4.45% | 3 |
|
|
2022
Q3 | $69.3M | Buy |
1,114,307
+105,692
| +10% | +$6.57M | 4.66% | 3 |
|
|
2022
Q2 | $65.8M | Sell |
1,008,615
-5,544
| -0.5% | -$362K | 4.37% | 3 |
|
|
2022
Q1 | $80.2M | Buy |
+1,014,159
| New | +$80.2M | 4.12% | 3 |
|