First Command Bank’s iShares Russell 1000 Growth ETF IWF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$207K	Hold	3,008	–	–	0.02%	133
2023 Q1	$184K	Buy	3,008 +1,560	+108%	+$89.9K	0.02%	140
2022 Q4	$78K	Sell	1,448 -224	-13%	-$12.3K	0.01%	196
2022 Q3	$88K	Sell	1,672 -48	-3%	-$2.82K	0.01%	181
2022 Q2	$94K	Sell	1,720 -80	-4%	-$4.8K	0.01%	181
2022 Q1	$125K	Buy	1,800 +64	+4%	+$4.37K	0.02%	162
2021 Q4	$119K	Hold	1,736	–	–	0.02%	180
2021 Q3	$119K	Sell	1,736 -100	-5%	-$7.07K	0.02%	180
2021 Q2	$125K	Sell	1,836 -200	-10%	-$12.9K	0.01%	175
2021 Q1	$124K	Sell	2,036 -200	-9%	-$12.2K	0.03%	159
2020 Q4	$135K	Sell	2,236 -4,700	-68%	-$268K	0.03%	137
2020 Q3	$376K	Buy	6,936 +152	+2%	+$8.01K	0.11%	79
2020 Q2	$326K	Sell	6,784 -924	-12%	-$40.7K	0.1%	85
2020 Q1	$290K	Hold	7,708	–	–	0.16%	84
2019 Q4	$339K	Sell	7,708 -400	-5%	-$16.7K	0.16%	94
2019 Q3	$324K	Sell	8,108 -244	-3%	-$9.78K	0.16%	89
2019 Q2	$329K	Buy	8,352 +400	+5%	+$15.5K	0.17%	84
2019 Q1	$301K	Sell	7,952 -440	-5%	-$15.8K	0.15%	88
2018 Q4	$275K	Sell	8,392 -420	-5%	-$14.8K	0.14%	87
2018 Q3	$343K	Sell	8,812 -9,180	-51%	-$348K	0.1%	89
2018 Q2	$646K	Buy	17,992 +5,032	+39%	+$178K	0.19%	56
2018 Q1	$441K	Sell	12,960 -600	-4%	-$21K	0.24%	60
2017 Q4	$457K	Sell	13,560 -3,500	-21%	-$115K	0.26%	57
2017 Q3	$533K	Sell	17,060 -6,056	-26%	-$185K	0.33%	46
2017 Q2	$688K	Sell	23,116 -1,148	-5%	-$33.7K	0.45%	38
2017 Q1	$690K	Sell	24,264 -124	-0.5%	-$3.44K	0.48%	37
2016 Q4	$639K	Buy	+24,388	New	+$633K	0.51%	37

Other funds holding IWF

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

First Command Bank held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2023 at 3,008 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #133.

First Command Bank first reported a position in IWF in Q4 2016 and has held it in 27 quarters since. The position peaked at $690K in Q1 2017. 1,770 funds tracked by Wall St. Rank hold IWF as of Q2 2023.

First Command Bank held 3,008 shares of iShares Russell 1000 Growth ETF worth $207K as of Q2 2023.
First Command Bank left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2023.
iShares Russell 1000 Growth ETF made up 0.02% of First Command Bank's portfolio in Q2 2023, its #133 holding.
First Command Bank first reported a position in iShares Russell 1000 Growth ETF in Q4 2016 and has held it in 27 quarters since.
First Command Bank's iShares Russell 1000 Growth ETF position peaked at $690K in Q1 2017.
1,770 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2023.

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