First Command Bank’s iShares Russell Mid-Cap ETF IWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$26.7K	Hold	366	–	–	﹤0.01%	281
2023 Q1	$25.6K	Sell	366 -269	-42%	-$19K	﹤0.01%	277
2022 Q4	$43K	Buy	635 +366	+136%	+$24.7K	0.01%	241
2022 Q3	$17K	Buy	+269	New	+$18.5K	﹤0.01%	299
2017 Q3	–	Sell	-216	Closed	-$10K	–	422
2017 Q2	$10K	Hold	216	–	–	0.01%	348
2017 Q1	$10K	Hold	216	–	–	0.01%	330
2016 Q4	$10K	Buy	+216	New	+$9.45K	0.01%	330

Other funds holding IWR

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

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

First Command Bank held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2023 at 366 shares worth $26.7K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

First Command Bank first reported a position in IWR in Q4 2016 and has held it in 7 quarters since. The position peaked at $43K in Q4 2022. 1,144 funds tracked by Wall St. Rank hold IWR as of Q2 2023.

First Command Bank held 366 shares of iShares Russell Mid-Cap ETF worth $26.7K as of Q2 2023.
First Command Bank left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2023.
iShares Russell Mid-Cap ETF made up ﹤0.01% of First Command Bank's portfolio in Q2 2023, its #281 holding.
First Command Bank first reported a position in iShares Russell Mid-Cap ETF in Q4 2016 and has held it in 7 quarters since.
First Command Bank's iShares Russell Mid-Cap ETF position peaked at $43K in Q4 2022.
1,144 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2023.

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