iShares S&P 500 Index shares owned by First Western Trust Bank
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by First Western Trust Bank
from 13F filings
Historical chart of First Western Trust Bank investment in iShares S&P 500 Index
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All positions including iShares S&P 500 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 Index by First Western Trust Bank
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.2M | 5.6k | 576.82 |
| 2024-06-30 | $3.1M | 5.6k | 547.23 |
| 2024-03-31 | $3.4M | 6.5k | 525.73 |
| 2023-12-31 | $3.2M | 6.8k | 477.63 |
| 2023-09-30 | $2.9M | 6.8k | 429.43 |
| 2023-06-30 | $3.3M | 7.4k | 445.71 |
| 2023-03-31 | $3.1M | 7.5k | 411.08 |
| 2022-12-31 | $3.7M | 9.6k | 384.21 |
| 2022-09-30 | $3.4M | 9.6k | 358.70 |
| 2022-06-30 | $3.7M | 9.6k | 382.30 |
| 2022-03-31 | $4.3M | 9.3k | 460.82 |