First Western Trust Bank’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $379K | Sell |
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|
2025
Q2 | $470K | Hold |
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|
2025
Q1 | $448K | Sell |
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|
2024
Q4 | $505K | Sell |
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|
2024
Q3 | $527K | Sell |
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|
2024
Q2 | $484K | Sell |
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|
2024
Q1 | $683K | Sell |
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|
2023
Q4 | $785K | Sell |
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|
2023
Q3 | $1.09M | Buy |
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|
2023
Q2 | $1.11M | Sell |
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|
2023
Q1 | $1.49M | Buy |
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|
2022
Q4 | $1.4M | Sell |
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|
2022
Q3 | $1.63M | Sell |
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|
2022
Q2 | $2.65M | Sell |
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|
2022
Q1 | $5.29M | Buy |
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