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iShares S&P SmallCap 600 Index shares owned by First Western Trust Bank

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by First Western Trust Bank from 13F filings

Historical chart of First Western Trust Bank investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by First Western Trust Bank consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by First Western Trust Bank

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.8M 35k 108.25
2023-09-30 $3.3M 35k 94.33
2023-06-30 $3.5M 35k 99.65
2023-03-31 $3.4M 36k 96.70
2022-12-31 $3.5M 37k 94.64
2022-09-30 $3.2M 37k 87.19
2022-06-30 $3.4M 37k 92.80
2022-03-31 $4.0M 37k 109.02

More positions owned by First Western Trust Bank

Stryker Corp Common Stock (SYK)
Vanguard Index Fds S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Russell Mid-cap Etf Exchange Traded Fund (IWR)
Spdr S&p 500 Etf Trust Exchange Traded Fund (SPY)
Ishares Russell 2000 Etf Exchange Traded Fund (IWM)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Vanguard Index Fds Total Stk Mkt Exchange Traded Fund (VTI)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
Ishares Core S&p Mid-cap Etf Exchange Traded Fund (IJH)
Alphabet Inc Cap Stk Cl A Common Stock (GOOGL)
Costco Whsl Corp Common Stock (COST)
Oracle Corp Common Stock (ORCL)
Visa Inc Com Cl A Common Stock (V)
Schlumberger Common Stock (SLB)

View all positions for First Western Trust Bank

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Raymond James Financial Services Advisors
Baird Financial
Commonwealth Equity Services
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index