First Western Trust Bank’s iShares Russell Mid-Cap ETF IWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$101M	Sell	1,040,186 -29,092	-3%	-$2.91M	5.11%	3
2025 Q4	$103M	Sell	1,069,278 -18,039	-2%	-$1.73M	5.06%	3
2025 Q3	$105M	Sell	1,087,317 -66,015	-6%	-$6.26M	4.82%	3
2025 Q2	$106M	Sell	1,153,332 -22,456	-2%	-$1.94M	4.77%	3
2025 Q1	$100M	Buy	1,175,788 +75,170	+7%	+$6.7M	4.79%	3
2024 Q4	$97.3M	Sell	1,100,618 -45,787	-4%	-$4.16M	4.49%	3
2024 Q3	$101M	Sell	1,146,405 -13,839	-1%	-$1.17M	4.54%	3
2024 Q2	$94.1M	Sell	1,160,244 -28,730	-2%	-$2.34M	4.48%	3
2024 Q1	$100M	Sell	1,188,974 -575	-0%	-$45.6K	4.55%	3
2023 Q4	$92.5M	Buy	1,189,549 +3,423	+0.3%	+$243K	4.6%	3
2023 Q3	$82.1M	Sell	1,186,126 -2,567	-0.2%	-$187K	4.42%	3
2023 Q2	$86.8M	Buy	1,188,693 +47,089	+4%	+$3.28M	4.24%	3
2023 Q1	$79.8M	Sell	1,141,604 -6,787	-0.6%	-$479K	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%	+$7.27M	4.66%	3
2022 Q2	$65.8M	Sell	1,008,615 -5,544	-0.5%	-$395K	4.37%	3
2022 Q1	$80.2M	Buy	+1,014,159	New	+$78.1M	4.12%	3

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

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

First Western Trust Bank reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2.7% in Q1 2026, selling an estimated $2.91M and leaving 1,040,186 shares worth $101M. The position accounts for 5.11% of the portfolio, ranked #3.

First Western Trust Bank first reported a position in IWR in Q1 2022 and has held it in 17 quarters since. The position peaked at $106M in Q2 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

First Western Trust Bank held 1,040,186 shares of iShares Russell Mid-Cap ETF worth $101M as of Q1 2026.
First Western Trust Bank sold 29,092 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $2.91M.
iShares Russell Mid-Cap ETF made up 5.11% of First Western Trust Bank's portfolio in Q1 2026, its #3 holding.
First Western Trust Bank first reported a position in iShares Russell Mid-Cap ETF in Q1 2022 and has held it in 17 quarters since.
First Western Trust Bank's iShares Russell Mid-Cap ETF position peaked at $106M in Q2 2025.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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