First Command Advisory Services’s iShares Russell 1000 ETF IWB Stock Holding History

First Command Advisory Services’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$176K	Hold	429	–	–	﹤0.01%	208
2026 Q1	$153K	Hold	429	–	–	﹤0.01%	216
2025 Q4	$160K	Buy	429 +343	+399%	+$127K	﹤0.01%	199
2025 Q3	$31.4K	Buy	+86	New	+$30.3K	﹤0.01%	346
2022 Q1	–	Sell	-9	Closed	–	–	71
2021 Q4	$0	Buy	+9	New	+$2.32K	﹤0.01%	124

Other funds holding IWB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

First Command Advisory Services's IWB Position: Q2 2026 in Review

First Command Advisory Services held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 429 shares worth $176K. The position accounts for ﹤0.01% of the portfolio, ranked #208.

First Command Advisory Services first reported a position in IWB in Q4 2021 and has held it in 5 quarters since. 1,126 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

First Command Advisory Services held 429 shares of iShares Russell 1000 ETF worth $176K as of Q2 2026.
First Command Advisory Services left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #208 holding.
First Command Advisory Services first reported a position in iShares Russell 1000 ETF in Q4 2021 and has held it in 5 quarters since.
1,126 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.