First Command Bank’s iShares Core S&P 500 ETF IVV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$158M	Buy	354,701 +17,378	+5%	+$7.32M	14.87%	2
2023 Q1	$139M	Buy	337,323 +25,744	+8%	+$10.3M	14.19%	2
2022 Q4	$120M	Buy	311,579 +25,544	+9%	+$9.86M	15.19%	2
2022 Q3	$103M	Buy	286,035 +23,700	+9%	+$9.46M	14.91%	2
2022 Q2	$99.5M	Buy	262,335 +18,489	+8%	+$7.61M	14.49%	2
2022 Q1	$111M	Buy	243,846 +27,172	+13%	+$12.2M	15.17%	2
2021 Q4	$93.3M	Hold	216,674	–	–	16.02%	2
2021 Q3	$93.3M	Sell	216,674 -194,982	-47%	-$86.4M	16.02%	2
2021 Q2	$177M	Buy	411,656 +214,921	+109%	+$90M	19.86%	1
2021 Q1	$78.3M	Buy	196,735 +9,458	+5%	+$3.66M	16.89%	1
2020 Q4	$70.3M	Buy	187,277 +10,373	+6%	+$3.69M	17.19%	1
2020 Q3	$59.5M	Buy	176,904 +5,716	+3%	+$1.9M	16.9%	1
2020 Q2	$53M	Buy	171,188 +106,640	+165%	+$31.3M	16.95%	1
2020 Q1	$16.7M	Buy	64,548 +21,559	+50%	+$6.61M	9.04%	2
2019 Q4	$13.9M	Buy	42,989 +5,805	+16%	+$1.8M	6.57%	3
2019 Q3	$11.1M	Buy	37,184 +3,403	+10%	+$1.01M	5.6%	3
2019 Q2	$9.96M	Buy	33,781 +1,932	+6%	+$560K	5.03%	4
2019 Q1	$9.06M	Sell	31,849 -243	-0.8%	-$66.4K	4.51%	7
2018 Q4	$8.07M	Buy	32,092 +4,563	+17%	+$1.24M	4.17%	9
2018 Q3	$8.06M	Buy	27,529 +3,617	+15%	+$1.04M	2.26%	14
2018 Q2	$6.53M	Buy	23,912 +6,850	+40%	+$1.86M	1.91%	15
2018 Q1	$4.53M	Buy	17,062 +4,370	+34%	+$1.2M	2.45%	12
2017 Q4	$3.41M	Buy	12,692 +6,841	+117%	+$1.79M	1.91%	14
2017 Q3	$1.48M	Buy	5,851 +4,139	+242%	+$1.03M	0.92%	21
2017 Q2	$417K	Buy	1,712 +1,505	+727%	+$363K	0.27%	60
2017 Q1	$49K	Hold	207	–	–	0.03%	193
2016 Q4	$47K	Buy	+207	New	+$45.5K	0.04%	198

Other funds holding IVV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

First Command Bank increased its iShares Core S&P 500 ETF (IVV) stake by 5.2% in Q2 2023, buying an estimated $7.32M and bringing the position to 354,701 shares worth $158M. The position accounts for 14.87% of the portfolio, ranked #2.

First Command Bank first reported a position in IVV in Q4 2016 and has held it in 27 quarters since. The position peaked at $177M in Q2 2021. 2,719 funds tracked by Wall St. Rank hold IVV as of Q2 2023.

First Command Bank held 354,701 shares of iShares Core S&P 500 ETF worth $158M as of Q2 2023.
First Command Bank bought 17,378 iShares Core S&P 500 ETF shares in Q2 2023, an estimated $7.32M.
iShares Core S&P 500 ETF made up 14.87% of First Command Bank's portfolio in Q2 2023, its #2 holding.
First Command Bank first reported a position in iShares Core S&P 500 ETF in Q4 2016 and has held it in 27 quarters since.
First Command Bank's iShares Core S&P 500 ETF position peaked at $177M in Q2 2021.
2,719 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q2 2023.

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