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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$40.9K	Hold	185	–	–	﹤0.01%	491
2026 Q1	$35.1K	Hold	185	–	–	﹤0.01%	405
2025 Q4	$33.5K	Buy	185 +20	+12%	+$3.59K	﹤0.01%	356
2025 Q3	$29.2K	Hold	165	–	–	﹤0.01%	359
2025 Q2	$26K	Buy	+165	New	+$24.6K	﹤0.01%	349
2024 Q3	–	Sell	-9	Closed	-$1.37K	–	508
2024 Q2	$1.37K	Hold	9	–	–	﹤0.01%	455
2024 Q1	$1.43K	Sell	9 -19	-68%	-$2.88K	﹤0.01%	465
2023 Q4	$4.35K	Buy	+28	New	+$3.88K	﹤0.01%	396
2022 Q3	–	Sell	-1	Closed	–	–	101
2022 Q2	$0	Buy	+1	New	+$149	﹤0.01%	111

Other funds holding IWN

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

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

TWIM

TIAA Wealth Investment Management New York $15B AUM

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

First Command Advisory Services held its iShares Russell 2000 Value ETF (IWN) position steady in Q2 2026 at 185 shares worth $40.9K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

First Command Advisory Services first reported a position in IWN in Q2 2022 and has held it in 9 quarters since. 1,074 funds tracked by Wall St. Rank hold IWN as of Q2 2026.

First Command Advisory Services held 185 shares of iShares Russell 2000 Value ETF worth $40.9K as of Q2 2026.
First Command Advisory Services left its iShares Russell 2000 Value ETF share count unchanged in Q2 2026.
iShares Russell 2000 Value ETF made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #491 holding.
First Command Advisory Services first reported a position in iShares Russell 2000 Value ETF in Q2 2022 and has held it in 9 quarters since.
1,074 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q2 2026.

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