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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$400K	Sell	1,651 -10	-0.6%	-$2.33K	﹤0.01%	146
2026 Q1	$355K	Buy	1,661 +10	+0.6%	+$2.19K	﹤0.01%	153
2025 Q4	$347K	Buy	1,651 +315	+24%	+$65.1K	﹤0.01%	145
2025 Q3	$272K	Buy	1,336 +1,014	+315%	+$202K	﹤0.01%	159
2025 Q2	$62.5K	Hold	322	–	–	﹤0.01%	270
2025 Q1	$60.6K	Sell	322 -239	-43%	-$45.5K	﹤0.01%	259
2024 Q4	$104K	Hold	561	–	–	﹤0.01%	216
2024 Q3	$106K	Hold	561	–	–	﹤0.01%	223
2024 Q2	$97.9K	Sell	561 -91	-14%	-$15.9K	﹤0.01%	210
2024 Q1	$117K	Buy	652 +232	+55%	+$39.3K	﹤0.01%	192
2023 Q4	$69.4K	Buy	420 +7	+2%	+$1.08K	﹤0.01%	217
2023 Q3	$62.7K	Buy	+413	New	+$65.5K	﹤0.01%	225
2020 Q3	–	Sell	-21	Closed	-$2K	–	55
2020 Q2	$2K	Buy	+21	New	+$2.31K	﹤0.01%	17

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

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

First Command Advisory Services reduced its iShares Russell 1000 Value ETF (IWD) stake by 0.6% in Q2 2026, selling an estimated $2.33K and leaving 1,651 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #146.

First Command Advisory Services first reported a position in IWD in Q2 2020 and has held it in 13 quarters since. 1,973 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

First Command Advisory Services held 1,651 shares of iShares Russell 1000 Value ETF worth $400K as of Q2 2026.
First Command Advisory Services sold 10 iShares Russell 1000 Value ETF shares in Q2 2026, an estimated $2.33K.
iShares Russell 1000 Value ETF made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #146 holding.
First Command Advisory Services first reported a position in iShares Russell 1000 Value ETF in Q2 2020 and has held it in 13 quarters since.
1,973 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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