First Command Advisory Services’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$219K	Sell	514 -60	-10%	-$24.7K	﹤0.01%	189
2026 Q1	$213K	Sell	574 -14	-2%	-$5.42K	﹤0.01%	188
2025 Q4	$227K	Hold	588	–	–	﹤0.01%	167
2025 Q3	$223K	Sell	588 -41	-7%	-$14.9K	﹤0.01%	171
2025 Q2	$221K	Sell	629 -51	-8%	-$16.6K	﹤0.01%	163
2025 Q1	$216K	Sell	680 -43	-6%	-$14.4K	﹤0.01%	164
2024 Q4	$242K	Sell	723 -45	-6%	-$15.1K	﹤0.01%	155
2024 Q3	$251K	Sell	768 -98	-11%	-$30.8K	﹤0.01%	152
2024 Q2	$267K	Sell	866 -1	-0.1%	-$298	﹤0.01%	132
2024 Q1	$260K	Hold	867	–	–	﹤0.01%	136
2023 Q4	$237K	Hold	867	–	–	﹤0.01%	131
2023 Q3	$212K	Buy	+867	New	+$222K	﹤0.01%	132

Other funds holding IWV

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

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

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

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

First Command Advisory Services reduced its iShares Russell 3000 ETF (IWV) stake by 10% in Q2 2026, selling an estimated $24.7K and leaving 514 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #189.

First Command Advisory Services first reported a position in IWV in Q3 2023 and has held it in 12 quarters since. The position peaked at $267K in Q2 2024. 906 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

First Command Advisory Services held 514 shares of iShares Russell 3000 ETF worth $219K as of Q2 2026.
First Command Advisory Services sold 60 iShares Russell 3000 ETF shares in Q2 2026, an estimated $24.7K.
iShares Russell 3000 ETF made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #189 holding.
First Command Advisory Services first reported a position in iShares Russell 3000 ETF in Q3 2023 and has held it in 12 quarters since.
First Command Advisory Services's iShares Russell 3000 ETF position peaked at $267K in Q2 2024.
906 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

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