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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$400K	Hold	2,430	–	–	0.02%	156
2026 Q1	$354K	Sell	2,430 -112	-4%	-$16.6K	0.02%	157
2025 Q4	$359K	Sell	2,542 -173	-6%	-$24.2K	0.02%	148
2025 Q3	$379K	Sell	2,715 -843	-24%	-$115K	0.02%	140
2025 Q2	$470K	Hold	3,558	–	–	0.02%	121
2025 Q1	$448K	Sell	3,558 -345	-9%	-$44.9K	0.02%	122
2024 Q4	$505K	Sell	3,903 -78	-2%	-$10.4K	0.02%	119
2024 Q3	$527K	Sell	3,981 -29	-0.7%	-$3.67K	0.02%	123
2024 Q2	$484K	Sell	4,010 -1,443	-26%	-$175K	0.02%	121
2024 Q1	$683K	Sell	5,453 -1,297	-19%	-$153K	0.03%	110
2023 Q4	$785K	Sell	6,750 -3,717	-36%	-$396K	0.04%	99
2023 Q3	$1.09M	Buy	10,467 +388	+4%	+$42.8K	0.06%	79
2023 Q2	$1.11M	Sell	10,079 -3,998	-28%	-$421K	0.05%	86
2023 Q1	$1.49M	Buy	14,077 +796	+6%	+$86.8K	0.08%	76
2022 Q4	$1.4M	Sell	13,281 -3,674	-22%	-$385K	0.08%	74
2022 Q3	$1.63M	Sell	16,955 -8,891	-34%	-$950K	0.11%	66
2022 Q2	$2.65M	Sell	25,846 -17,822	-41%	-$1.99M	0.18%	59
2022 Q1	$5.29M	Buy	+43,668	New	+$5.14M	0.27%	45

Other funds holding IWS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TCIIS

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

First Western Trust Bank held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q2 2026 at 2,430 shares worth $400K. The position accounts for 0.02% of the portfolio, ranked #156.

First Western Trust Bank first reported a position in IWS in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.29M in Q1 2022. 1,046 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

First Western Trust Bank held 2,430 shares of iShares Russell Mid-Cap Value ETF worth $400K as of Q2 2026.
First Western Trust Bank left its iShares Russell Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Value ETF made up 0.02% of First Western Trust Bank's portfolio in Q2 2026, its #156 holding.
First Western Trust Bank first reported a position in iShares Russell Mid-Cap Value ETF in Q1 2022 and has held it in 18 quarters since.
First Western Trust Bank's iShares Russell Mid-Cap Value ETF position peaked at $5.29M in Q1 2022.
1,046 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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