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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$84.5K	Hold	1,127	–	–	0.01%	200
2023 Q1	$80.6K	Hold	1,127	–	–	0.01%	197
2022 Q4	$77K	Hold	1,127	–	–	0.01%	198
2022 Q3	$71K	Sell	1,127 -228	-17%	-$15.7K	0.01%	200
2022 Q2	$86K	Hold	1,355	–	–	0.01%	187
2022 Q1	$105K	Hold	1,355	–	–	0.01%	178
2021 Q4	$107K	Hold	1,355	–	–	0.02%	190
2021 Q3	$107K	Hold	1,355	–	–	0.02%	190
2021 Q2	$110K	Sell	1,355 -125	-8%	-$10K	0.01%	188
2021 Q1	$116K	Sell	1,480 -719	-33%	-$55.4K	0.03%	171
2020 Q4	$159K	Buy	2,199 +399	+22%	+$26.6K	0.04%	127
2020 Q3	$108K	Hold	1,800	–	–	0.03%	146
2020 Q2	$101K	Buy	1,800 +128	+8%	+$6.65K	0.03%	152
2020 Q1	$75K	Buy	1,672 +648	+63%	+$35.6K	0.04%	162
2019 Q4	$61K	Buy	1,024 +340	+50%	+$19.5K	0.03%	192
2019 Q3	$38K	Hold	684	–	–	0.02%	221
2019 Q2	$39K	Hold	684	–	–	0.02%	222
2019 Q1	$37K	Hold	684	–	–	0.02%	224
2018 Q4	$33K	Sell	684 -712	-51%	-$37.3K	0.02%	240
2018 Q3	$81K	Buy	1,396 +712	+104%	+$41.3K	0.02%	171
2018 Q2	$38K	Hold	684	–	–	0.01%	231
2018 Q1	$37.3K	Buy	684 +252	+58%	+$13.9K	0.02%	231
2017 Q4	$23K	Hold	432	–	–	0.01%	275
2017 Q3	$22K	Buy	+432	New	+$21.3K	0.01%	276

Other funds holding IJK

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

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

First Command Bank held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q2 2023 at 1,127 shares worth $84.5K. The position accounts for 0.01% of the portfolio, ranked #200.

First Command Bank first reported a position in IJK in Q3 2017 and has held it in 24 quarters since. The position peaked at $159K in Q4 2020. 728 funds tracked by Wall St. Rank hold IJK as of Q2 2023.

First Command Bank held 1,127 shares of iShares S&P Mid-Cap 400 Growth ETF worth $84.5K as of Q2 2023.
First Command Bank left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q2 2023.
iShares S&P Mid-Cap 400 Growth ETF made up 0.01% of First Command Bank's portfolio in Q2 2023, its #200 holding.
First Command Bank first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q3 2017 and has held it in 24 quarters since.
First Command Bank's iShares S&P Mid-Cap 400 Growth ETF position peaked at $159K in Q4 2020.
728 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q2 2023.

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