Number of Shares
1.18 Mil
Current Holdings Value*
$100.02 Mil
% of Portfolio
4.79%
Total Estimate Gain
$23.03 Mil
% of Total Estimate Gain
23.60%

FIRST WESTERN TRUST BANK's iShares Russell Mid-Cap ETF Holding Summary

As of 2025-03-31, FIRST WESTERN TRUST BANK held 1.18 Mil shares of iShares Russell Mid-Cap ETF(IWR), totaling $100.02 Mil. This investment constitutes 4.79% of their stock portfolio, and FIRST WESTERN TRUST BANK now holds 0.26% of the outstanding iShares Russell Mid-Cap ETF(IWR) stock.

The initial trade took place in 2022Q1. And since then FIRST WESTERN TRUST BANK has made 5 purchases of IWR, at an average price of $76.28, for a total of 1.28 Mil shares. In addition, there have been 7 sales at an average price of $84.44 for 103,829.00 shares. Based on historical transaction data and IWR's current price of $95.15, FIRST WESTERN TRUST BANK's estimated gain on his IWR holdings is $23.03 Mil, reflecting a 23.60% gain to date.

FIRST WESTERN TRUST BANK IWR ($95.15) Holding Chart

FIRST WESTERN TRUST BANK IWR ($95.15) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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