First Command Bank’s iShares Russell 3000 ETF IWV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$246K Sell
2023
Q1
$236K Hold
2022
Q4
$221K Hold
2022
Q3
$207K Sell
2022
Q2
$221K Sell
2022
Q1
$299K Hold
2021
Q4
$291K Hold
2021
Q3
$291K Hold
2021
Q2
$292K Hold
2021
Q1
$270K Sell
2020
Q4
$260K Hold
2020
Q3
$228K Sell
2020
Q2
$246K Hold
2020
Q1
$203K Hold
2019
Q4
$258K Hold
2019
Q3
$238K Hold
2019
Q2
$236K Sell
2019
Q1
$264K Hold
2018
Q4
$232K Sell
2018
Q3
$544K Hold
2018
Q2
$514K Buy
2018
Q1
$259K Buy