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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$185K	Sell	1,682 -400	-19%	-$42.1K	0.02%	148
2023 Q1	$221K	Buy	2,082 +365	+21%	+$39.8K	0.02%	121
2022 Q4	$181K	Hold	1,717	–	–	0.02%	135
2022 Q3	$165K	Sell	1,717 -126	-7%	-$13.5K	0.02%	135
2022 Q2	$187K	Hold	1,843	–	–	0.03%	132
2022 Q1	$220K	Buy	1,843 +126	+7%	+$14.8K	0.03%	134
2021 Q4	$194K	Hold	1,717	–	–	0.03%	143
2021 Q3	$194K	Hold	1,717	–	–	0.03%	143
2021 Q2	$197K	Hold	1,717	–	–	0.02%	140
2021 Q1	$188K	Sell	1,717 -200	-10%	-$20.8K	0.04%	132
2020 Q4	$186K	Sell	1,917 -200	-9%	-$18K	0.05%	119
2020 Q3	$171K	Sell	2,117 -250	-11%	-$20.2K	0.05%	115
2020 Q2	$181K	Sell	2,367 -1,143	-33%	-$83.2K	0.06%	113
2020 Q1	$225K	Buy	3,510 +45	+1%	+$3.85K	0.12%	94
2019 Q4	$329K	Buy	3,465 +1,256	+57%	+$115K	0.16%	96
2019 Q3	$198K	Sell	2,209 -20	-0.9%	-$1.77K	0.1%	119
2019 Q2	$198K	Buy	2,229 +700	+46%	+$61.5K	0.1%	119
2019 Q1	$133K	Hold	1,529	–	–	0.07%	139
2018 Q4	$117K	Sell	1,529 -97	-6%	-$8.12K	0.06%	140
2018 Q3	$147K	Hold	1,626	–	–	0.04%	131
2018 Q2	$144K	Buy	1,626 +113	+7%	+$9.93K	0.04%	129
2018 Q1	$131K	Sell	1,513 -139	-8%	-$12.3K	0.07%	130
2017 Q4	$147K	Buy	1,652 +150	+10%	+$13K	0.08%	119
2017 Q3	$127K	Hold	1,502	–	–	0.08%	117
2017 Q2	$126K	Buy	1,502 +375	+33%	+$31.2K	0.08%	118
2017 Q1	$94K	Hold	1,127	–	–	0.07%	133
2016 Q4	$91K	Buy	+1,127	New	+$87.8K	0.07%	139

Other funds holding IWS

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

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

First Command Bank reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 19% in Q2 2023, selling an estimated $42.1K and leaving 1,682 shares worth $185K. The position accounts for 0.02% of the portfolio, ranked #148.

First Command Bank first reported a position in IWS in Q4 2016 and has held it in 27 quarters since. The position peaked at $329K in Q4 2019. 798 funds tracked by Wall St. Rank hold IWS as of Q2 2023.

First Command Bank held 1,682 shares of iShares Russell Mid-Cap Value ETF worth $185K as of Q2 2023.
First Command Bank sold 400 iShares Russell Mid-Cap Value ETF shares in Q2 2023, an estimated $42.1K.
iShares Russell Mid-Cap Value ETF made up 0.02% of First Command Bank's portfolio in Q2 2023, its #148 holding.
First Command Bank first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2016 and has held it in 27 quarters since.
First Command Bank's iShares Russell Mid-Cap Value ETF position peaked at $329K in Q4 2019.
798 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2023.

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