First Command Advisory Services’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$141K	Hold	470	–	–	﹤0.01%	246
2026 Q1	$117K	Sell	470 -42	-8%	-$10.8K	﹤0.01%	246
2025 Q4	$126K	Sell	512 -289	-36%	-$71.1K	﹤0.01%	220
2025 Q3	$194K	Buy	801 +772	+2,662%	+$177K	﹤0.01%	184
2025 Q2	$6.26K	Buy	+29	New	+$5.84K	﹤0.01%	422
2023 Q1	–	Sell	-278	Closed	–	–	171
2022 Q4	$0	Buy	+278	New	+$49.4K	﹤0.01%	133
2022 Q2	–	Sell	-38	Closed	–	–	110
2022 Q1	$0	Buy	38 +31	+443%	+$6.32K	﹤0.01%	72
2021 Q4	$0	Sell	7 -1	-13%	-$226	﹤0.01%	125
2021 Q3	$0	Buy	+8	New	+$1.77K	﹤0.01%	136

Other funds holding IWM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

First Command Advisory Services held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 470 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #246.

First Command Advisory Services first reported a position in IWM in Q3 2021 and has held it in 9 quarters since. The position peaked at $194K in Q3 2025. 2,724 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

First Command Advisory Services held 470 shares of iShares Russell 2000 ETF worth $141K as of Q2 2026.
First Command Advisory Services left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #246 holding.
First Command Advisory Services first reported a position in iShares Russell 2000 ETF in Q3 2021 and has held it in 9 quarters since.
First Command Advisory Services's iShares Russell 2000 ETF position peaked at $194K in Q3 2025.
2,724 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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