First Command Bank’s iShares Russell 1000 Value ETF IWD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$65.2K	Hold	413	–	–	0.01%	213
2023 Q1	$62.9K	Sell	413 -195	-32%	-$30.1K	0.01%	213
2022 Q4	$92K	Hold	608	–	–	0.01%	188
2022 Q3	$83K	Buy	608 +195	+47%	+$29.3K	0.01%	187
2022 Q2	$60K	Sell	413 -101	-20%	-$15.8K	0.01%	212
2022 Q1	$85K	Buy	514 +101	+24%	+$16.6K	0.01%	199
2021 Q4	$65K	Hold	413	–	–	0.01%	229
2021 Q3	$65K	Hold	413	–	–	0.01%	229
2021 Q2	$66K	Hold	413	–	–	0.01%	233
2021 Q1	$63K	Hold	413	–	–	0.01%	222
2020 Q4	$56K	Buy	413 +345	+507%	+$44.3K	0.01%	210
2020 Q3	$8K	Buy	+68	New	+$8.06K	﹤0.01%	275
2020 Q2	–	Sell	-711	Closed	-$71K	–	330
2020 Q1	$71K	Hold	711	–	–	0.04%	166
2019 Q4	$97K	Sell	711 -225	-24%	-$29.7K	0.05%	168
2019 Q3	$120K	Buy	936 +75	+9%	+$9.53K	0.06%	147
2019 Q2	$110K	Hold	861	–	–	0.06%	150
2019 Q1	$106K	Hold	861	–	–	0.05%	151
2018 Q4	$96K	Hold	861	–	–	0.05%	153
2018 Q3	$109K	Buy	861 +150	+21%	+$18.8K	0.03%	145
2018 Q2	$86K	Buy	711 +4	+0.6%	+$486	0.03%	156
2018 Q1	$84.8K	Sell	707 -140	-17%	-$17.5K	0.05%	155
2017 Q4	$105K	Hold	847	–	–	0.06%	140
2017 Q3	$100K	Sell	847 -196	-19%	-$22.8K	0.06%	134
2017 Q2	$121K	Hold	1,043	–	–	0.08%	120
2017 Q1	$120K	Hold	1,043	–	–	0.08%	117
2016 Q4	$117K	Buy	+1,043	New	+$113K	0.09%	119

Other funds holding IWD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

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

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

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

First Command Bank held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2023 at 413 shares worth $65.2K. The position accounts for 0.01% of the portfolio, ranked #213.

First Command Bank first reported a position in IWD in Q4 2016 and has held it in 26 quarters since. The position peaked at $121K in Q2 2017. 1,423 funds tracked by Wall St. Rank hold IWD as of Q2 2023.

First Command Bank held 413 shares of iShares Russell 1000 Value ETF worth $65.2K as of Q2 2023.
First Command Bank left its iShares Russell 1000 Value ETF share count unchanged in Q2 2023.
iShares Russell 1000 Value ETF made up 0.01% of First Command Bank's portfolio in Q2 2023, its #213 holding.
First Command Bank first reported a position in iShares Russell 1000 Value ETF in Q4 2016 and has held it in 26 quarters since.
First Command Bank's iShares Russell 1000 Value ETF position peaked at $121K in Q2 2017.
1,423 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2023.

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