First Western Trust Bank’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $470K | Hold |
3,558
| – | – | 0.02% | 121 |
|
|
2025
Q1 | $448K | Sell |
3,558
-345
| -9% | -$43.5K | 0.02% | 122 |
|
|
2024
Q4 | $505K | Sell |
3,903
-78
| -2% | -$10.1K | 0.02% | 119 |
|
|
2024
Q3 | $527K | Sell |
3,981
-29
| -0.7% | -$3.84K | 0.02% | 123 |
|
|
2024
Q2 | $484K | Sell |
4,010
-1,443
| -26% | -$174K | 0.02% | 121 |
|
|
2024
Q1 | $683K | Sell |
5,453
-1,297
| -19% | -$163K | 0.03% | 110 |
|
|
2023
Q4 | $785K | Sell |
6,750
-3,717
| -36% | -$432K | 0.04% | 99 |
|
|
2023
Q3 | $1.09M | Buy |
10,467
+388
| +4% | +$40.5K | 0.06% | 79 |
|
|
2023
Q2 | $1.11M | Sell |
10,079
-3,998
| -28% | -$439K | 0.05% | 86 |
|
|
2023
Q1 | $1.49M | Buy |
14,077
+796
| +6% | +$84.5K | 0.08% | 76 |
|
|
2022
Q4 | $1.4M | Sell |
13,281
-3,674
| -22% | -$387K | 0.08% | 74 |
|
|
2022
Q3 | $1.63M | Sell |
16,955
-8,891
| -34% | -$854K | 0.11% | 66 |
|
|
2022
Q2 | $2.65M | Sell |
25,846
-17,822
| -41% | -$1.83M | 0.18% | 59 |
|
|
2022
Q1 | $5.29M | Buy |
+43,668
| New | +$5.29M | 0.27% | 45 |
|