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 |
|---|---|---|---|
| 2025-09-30 | $456k | 2.2k | 206.51 |
| 2025-06-30 | $716k | 3.7k | 195.42 |
| 2025-03-31 | $698k | 3.7k | 190.58 |
| 2024-12-31 | $699k | 3.7k | 190.88 |
| 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 |