First Command Bank’s iShares S&P 500 Growth ETF IVW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$912K	Hold	12,943	–	–	0.09%	61
2023 Q1	$827K	Buy	12,943 +5,302	+69%	+$324K	0.08%	62
2022 Q4	$447K	Hold	7,641	–	–	0.06%	83
2022 Q3	$442K	Sell	7,641 -279	-4%	-$18.1K	0.06%	79
2022 Q2	$478K	Hold	7,920	–	–	0.07%	79
2022 Q1	$605K	Sell	7,920 -1,342	-14%	-$101K	0.08%	75
2021 Q4	$685K	Hold	9,262	–	–	0.12%	67
2021 Q3	$685K	Sell	9,262 -500	-5%	-$38.1K	0.12%	67
2021 Q2	$710K	Hold	9,762	–	–	0.08%	67
2021 Q1	$635K	Sell	9,762 -1,375	-12%	-$88.9K	0.14%	67
2020 Q4	$711K	Buy	11,137 +2,221	+25%	+$135K	0.17%	55
2020 Q3	$515K	Hold	8,916	–	–	0.15%	66
2020 Q2	$462K	Sell	8,916 -1,288	-13%	-$61.7K	0.15%	68
2020 Q1	$422K	Hold	10,204	–	–	0.23%	68
2019 Q4	$494K	Hold	10,204	–	–	0.23%	69
2019 Q3	$459K	Sell	10,204 -2,580	-20%	-$117K	0.23%	71
2019 Q2	$572K	Hold	12,784	–	–	0.29%	54
2019 Q1	$551K	Buy	12,784 +6,116	+92%	+$251K	0.27%	53
2018 Q4	$251K	Hold	6,668	–	–	0.13%	96
2018 Q3	$295K	Hold	6,668	–	–	0.08%	95
2018 Q2	$271K	Buy	6,668 +84	+1%	+$3.37K	0.08%	101
2018 Q1	$255K	Hold	6,584	–	–	0.14%	93
2017 Q4	$252K	Hold	6,584	–	–	0.14%	95
2017 Q3	$236K	Buy	6,584 +1,204	+22%	+$42.4K	0.15%	91
2017 Q2	$184K	Sell	5,380 -200	-4%	-$6.78K	0.12%	102
2017 Q1	$183K	Hold	5,580	–	–	0.13%	95
2016 Q4	$170K	Buy	+5,580	New	+$169K	0.14%	97

Other funds holding IVW

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

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

First Command Bank held its iShares S&P 500 Growth ETF (IVW) position steady in Q2 2023 at 12,943 shares worth $912K. The position accounts for 0.09% of the portfolio, ranked #61.

First Command Bank first reported a position in IVW in Q4 2016 and has held it in 27 quarters since. 1,341 funds tracked by Wall St. Rank hold IVW as of Q2 2023.

First Command Bank held 12,943 shares of iShares S&P 500 Growth ETF worth $912K as of Q2 2023.
First Command Bank left its iShares S&P 500 Growth ETF share count unchanged in Q2 2023.
iShares S&P 500 Growth ETF made up 0.09% of First Command Bank's portfolio in Q2 2023, its #61 holding.
First Command Bank first reported a position in iShares S&P 500 Growth ETF in Q4 2016 and has held it in 27 quarters since.
1,341 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2023.

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