First Command Advisory Services’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$150K	Sell	914 -500	-35%	-$78.9K	﹤0.01%	234
2026 Q1	$206K	Hold	1,414	–	–	﹤0.01%	193
2025 Q4	$199K	Hold	1,414	–	–	﹤0.01%	180
2025 Q3	$197K	Sell	1,414 -75	-5%	-$10.3K	﹤0.01%	181
2025 Q2	$197K	Buy	1,489 +225	+18%	+$28.2K	﹤0.01%	172
2025 Q1	$159K	Sell	1,264 -282	-18%	-$36.7K	﹤0.01%	185
2024 Q4	$200K	Sell	1,546 -136	-8%	-$18.2K	﹤0.01%	163
2024 Q3	$222K	Hold	1,682	–	–	﹤0.01%	163
2024 Q2	$203K	Hold	1,682	–	–	﹤0.01%	150
2024 Q1	$211K	Sell	1,682 -85	-5%	-$10K	﹤0.01%	148
2023 Q4	$205K	Buy	1,767 +85	+5%	+$9.06K	﹤0.01%	144
2023 Q3	$176K	Buy	+1,682	New	+$185K	﹤0.01%	150
2022 Q1	–	Sell	-10	Closed	-$1K	–	74
2021 Q4	$1K	Sell	10 -1	-9%	-$119	﹤0.01%	33
2021 Q3	$1K	Buy	+11	New	+$1.27K	﹤0.01%	53

Other funds holding IWS

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

TCIIS

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

First Command Advisory Services reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 35% in Q2 2026, selling an estimated $78.9K and leaving 914 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #234.

First Command Advisory Services first reported a position in IWS in Q3 2021 and has held it in 14 quarters since. The position peaked at $222K in Q3 2024. 1,045 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

First Command Advisory Services held 914 shares of iShares Russell Mid-Cap Value ETF worth $150K as of Q2 2026.
First Command Advisory Services sold 500 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $78.9K.
iShares Russell Mid-Cap Value ETF made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #234 holding.
First Command Advisory Services first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2021 and has held it in 14 quarters since.
First Command Advisory Services's iShares Russell Mid-Cap Value ETF position peaked at $222K in Q3 2024.
1,045 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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