First Command Bank’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

First Command Bank’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$1.1M	Sell	10,246 -775	-7%	-$78.7K	0.1%	48
2023 Q1	$1.13M	Sell	11,021 -1,507	-12%	-$161K	0.12%	44
2022 Q4	$1.26M	Sell	12,528 -4,731	-27%	-$472K	0.16%	33
2022 Q3	$1.55M	Sell	17,259 -4,896	-22%	-$487K	0.23%	26
2022 Q2	$2.09M	Sell	22,155 -7,842	-26%	-$800K	0.3%	24
2022 Q1	$3.29M	Buy	29,997 +9,340	+45%	+$1.01M	0.45%	18
2021 Q4	$2.13M	Hold	20,657	–	–	0.37%	22
2021 Q3	$2.13M	Buy	20,657 +6,513	+46%	+$684K	0.37%	22
2021 Q2	$1.49M	Buy	14,144 +8,537	+152%	+$912K	0.17%	32
2021 Q1	$572K	Buy	5,607 +4,247	+312%	+$405K	0.12%	73
2020 Q4	$117K	Hold	1,360	–	–	0.03%	157
2020 Q3	$92K	Hold	1,360	–	–	0.03%	160
2020 Q2	$90K	Hold	1,360	–	–	0.03%	158
2020 Q1	$75K	Buy	1,360 +900	+196%	+$67.7K	0.04%	161
2019 Q4	$39K	Hold	460	–	–	0.02%	220
2019 Q3	$37K	Hold	460	–	–	0.02%	222
2019 Q2	$37K	Buy	+460	New	+$36.5K	0.02%	224
2019 Q1	–	Sell	-258	Closed	-$18K	–	426
2018 Q4	$18K	Hold	258	–	–	0.01%	287
2018 Q3	$22K	Hold	258	–	–	0.01%	272
2018 Q2	$21K	Hold	258	–	–	0.01%	284
2018 Q1	$19.9K	Hold	258	–	–	0.01%	294
2017 Q4	$21K	Hold	258	–	–	0.01%	280
2017 Q3	$20K	Buy	+258	New	+$19.1K	0.01%	284

Other funds holding IJJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

First Command Bank's IJJ Position: Q2 2023 in Review

First Command Bank reduced its iShares S&P Mid-Cap 400 Value ETF (IJJ) stake by 7% in Q2 2023, selling an estimated $78.7K and leaving 10,246 shares worth $1.1M. The position accounts for 0.1% of the portfolio, ranked #48.

First Command Bank first reported a position in IJJ in Q3 2017 and has held it in 23 quarters since. The position peaked at $3.29M in Q1 2022. 679 funds tracked by Wall St. Rank hold IJJ as of Q2 2023.

First Command Bank held 10,246 shares of iShares S&P Mid-Cap 400 Value ETF worth $1.1M as of Q2 2023.
First Command Bank sold 775 iShares S&P Mid-Cap 400 Value ETF shares in Q2 2023, an estimated $78.7K.
iShares S&P Mid-Cap 400 Value ETF made up 0.1% of First Command Bank's portfolio in Q2 2023, its #48 holding.
First Command Bank first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q3 2017 and has held it in 23 quarters since.
First Command Bank's iShares S&P Mid-Cap 400 Value ETF position peaked at $3.29M in Q1 2022.
679 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2023.

Based on First Command Bank's 13F filing for Q2 2023, filed 21 Jul 2023.