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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-20	Closed	-$2K	–	394
2019 Q2	$2K	Hold	20	–	–	﹤0.01%	392
2019 Q1	$2K	Buy	+20	New	+$2.39K	﹤0.01%	401
2018 Q1	–	Sell	-116	Closed	-$15K	–	439
2017 Q4	$15K	Hold	116	–	–	0.01%	311
2017 Q3	$14K	Hold	116	–	–	0.01%	310
2017 Q2	$14K	Hold	116	–	–	0.01%	319
2017 Q1	$14K	Hold	116	–	–	0.01%	307
2016 Q4	$14K	Buy	+116	New	+$12.8K	0.01%	304

Other funds holding IWN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

First Command Bank's IWN Position: Q3 2019 in Review

First Command Bank sold out of iShares Russell 2000 Value ETF (IWN) in Q3 2019, closing a stake of 20 shares — an estimated $2K sold.

First Command Bank first reported a position in IWN in Q4 2016 and held it in 7 quarters. The position peaked at $15K in Q4 2017. 653 funds tracked by Wall St. Rank hold IWN as of Q3 2019.

First Command Bank reported no remaining iShares Russell 2000 Value ETF position as of Q3 2019 after selling out during the quarter.
First Command Bank sold 20 iShares Russell 2000 Value ETF shares in Q3 2019, an estimated $2K.
First Command Bank first reported a position in iShares Russell 2000 Value ETF in Q4 2016 and held it in 7 quarters.
First Command Bank's iShares Russell 2000 Value ETF position peaked at $15K in Q4 2017.
653 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q3 2019.

Based on First Command Bank's 13F filing for Q3 2019, filed 15 Oct 2019.