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iShares Russell 2000 Value Index shares owned by First Western Trust Bank

Quarter-by-quarter ownership of iShares Russell 2000 Value Index (IWN) shares owned by First Western Trust Bank from 13F filings

Historical chart of First Western Trust Bank investment in iShares Russell 2000 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 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 Russell 2000 Value Index by First Western Trust Bank

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.0M 6.5k 155.33
2023-09-30 $989k 7.3k 135.55
2023-06-30 $1.3M 9.1k 140.80
2023-03-31 $1.5M 11k 137.02
2022-12-31 $1.5M 11k 138.67
2022-09-30 $1.1M 8.2k 128.87
2022-06-30 $1.3M 9.7k 136.82
2022-03-31 $1.7M 11k 163.18

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 Russell 2000 Value Index

Bank of America Corporation
Tiaa Trust, National Association
Starboard Value
Goldman Sachs Group
Florida State Board of Administration
Commonwealth Equity Services
Pnc Financial Services
Wells Fargo & Company
UBS Group
D.A. Davidson & Co.
Betterment
Alaska Permanent Fund Corp
M^T Bank Corporation
Us Bancorp
Jpmorgan Chase & Co

View all funds holding iShares Russell 2000 Value Index