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First Command Bank’s iShares Russell 2000 ETF IWM Stock Holding History

First Command Bank’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-205
Closed -$34K – 408
2022
Q3 		$34K Hold
205
– – ﹤0.01% 252
2022
Q2 		$35K Sell
205
-77
-27% -$14.2K 0.01% 255
2022
Q1 		$58K Sell
282
-407
-59% -$83K 0.01% 228
2021
Q4 		$151K Hold
689
– – 0.03% 160
2021
Q3 		$151K Sell
689
-66
-9% -$14.6K 0.03% 160
2021
Q2 		$173K Sell
755
-130
-15% -$29.2K 0.02% 153
2021
Q1 		$196K Buy
885
+379
+75% +$82.8K 0.04% 127
2020
Q4 		$99K Buy
506
+205
+68% +$35.9K 0.02% 171
2020
Q3 		$45K Hold
301
– – 0.01% 204
2020
Q2 		$43K Buy
+301
New +$39.5K 0.01% 199
2018
Q4 		– Sell
-22
Closed -$4K – 433
2018
Q3 		$4K Sell
22
-203
-90% -$34.3K ﹤0.01% 354
2018
Q2 		$37K Hold
225
– – 0.01% 235
2018
Q1 		$34.2K Hold
225
– – 0.02% 239
2017
Q4 		$34K Hold
225
– – 0.02% 235
2017
Q3 		$33K Sell
225
-446
-66% -$62.8K 0.02% 234
2017
Q2 		$95K Hold
671
– – 0.06% 135
2017
Q1 		$92K Sell
671
-125
-16% -$17.1K 0.06% 135
2016
Q4 		$107K Buy
+796
New +$102K 0.09% 122

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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return