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iShares S&P 500 Value Index shares owned by First Western Trust Bank

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by First Western Trust Bank from 13F filings

Historical chart of First Western Trust Bank investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value 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 500 Value Index by First Western Trust Bank

Quarter filed Position value Share count Share price at filing
2024-09-30 $722k 3.7k 197.17
2024-06-30 $686k 3.8k 182.01
2024-03-31 $735k 3.9k 186.81
2023-12-31 $704k 4.0k 173.89
2023-09-30 $650k 4.2k 153.84
2023-06-30 $895k 5.6k 161.19
2023-03-31 $843k 5.6k 151.76
2022-12-31 $805k 5.6k 145.07
2022-09-30 $593k 4.6k 128.52
2022-06-30 $637k 4.6k 138.06
2022-03-31 $728k 4.6k 157.78