FCB
First Command Bank’s iShares Russell 3000 ETF IWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $246K | Sell |
967
-34
| -3% | -$8.65K | 0.02% | 121 |
|
|
2023
Q1 | $236K | Hold |
1,001
| – | – | 0.02% | 118 |
|
|
2022
Q4 | $221K | Hold |
1,001
| – | – | 0.03% | 119 |
|
|
2022
Q3 | $207K | Sell |
1,001
-14
| -1% | -$2.9K | 0.03% | 120 |
|
|
2022
Q2 | $221K | Sell |
1,015
-125
| -11% | -$27.2K | 0.03% | 116 |
|
|
2022
Q1 | $299K | Hold |
1,140
| – | – | 0.04% | 108 |
|
|
2021
Q4 | $291K | Hold |
1,140
| – | – | 0.05% | 116 |
|
|
2021
Q3 | $291K | Hold |
1,140
| – | – | 0.05% | 116 |
|
|
2021
Q2 | $292K | Hold |
1,140
| – | – | 0.03% | 113 |
|
|
2021
Q1 | $270K | Sell |
1,140
-23
| -2% | -$5.45K | 0.06% | 107 |
|
|
2020
Q4 | $260K | Hold |
1,163
| – | – | 0.06% | 103 |
|
|
2020
Q3 | $228K | Sell |
1,163
-205
| -15% | -$40.2K | 0.06% | 99 |
|
|
2020
Q2 | $246K | Hold |
1,368
| – | – | 0.08% | 96 |
|
|
2020
Q1 | $203K | Hold |
1,368
| – | – | 0.11% | 104 |
|
|
2019
Q4 | $258K | Hold |
1,368
| – | – | 0.12% | 107 |
|
|
2019
Q3 | $238K | Hold |
1,368
| – | – | 0.12% | 106 |
|
|
2019
Q2 | $236K | Sell |
1,368
-213
| -13% | -$36.7K | 0.12% | 109 |
|
|
2019
Q1 | $264K | Hold |
1,581
| – | – | 0.13% | 96 |
|
|
2018
Q4 | $232K | Sell |
1,581
-1,581
| -50% | -$232K | 0.12% | 99 |
|
|
2018
Q3 | $544K | Hold |
3,162
| – | – | 0.15% | 65 |
|
|
2018
Q2 | $514K | Buy |
3,162
+1,506
| +91% | +$245K | 0.15% | 64 |
|
|
2018
Q1 | $259K | Buy |
+1,656
| New | +$259K | 0.14% | 91 |
|