Number of Shares
241,293.00
Current Holdings Value*
$48.14 Mil
% of Portfolio
2.3%
Total Estimate Gain
$3.72 Mil
% of Total Estimate Gain
5.81%

FIRST WESTERN TRUST BANK's iShares Russell 2000 ETF Holding Summary

As of 2025-03-31, FIRST WESTERN TRUST BANK held 241,293.00 shares of iShares Russell 2000 ETF(IWM), totaling $48.14 Mil. This investment constitutes 2.3% of their stock portfolio, and FIRST WESTERN TRUST BANK now holds 0.08% of the outstanding iShares Russell 2000 ETF(IWM) stock.

The initial trade took place in 2022Q1. And since then FIRST WESTERN TRUST BANK has made 3 purchases of IWM, at an average price of $203.35, for a total of 315,026.00 shares. In addition, there have been 8 sales at an average price of $187.67 for 73,733.00 shares. Based on historical transaction data and IWM's current price of $223.55, FIRST WESTERN TRUST BANK's estimated gain on his IWM holdings is $3.72 Mil, reflecting a 5.81% gain to date.

FIRST WESTERN TRUST BANK IWM ($223.55) Holding Chart

FIRST WESTERN TRUST BANK IWM ($223.55) 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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