First Command Financial Services’s iShares S&P 500 Value ETF IVE Stock Holding History

First Command Financial Services’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-79	Closed	-$11K	–	400
2022 Q4	$11K	Hold	79	–	–	﹤0.01%	327
2022 Q3	$10K	Hold	79	–	–	﹤0.01%	335
2022 Q2	$11K	Hold	79	–	–	﹤0.01%	329
2022 Q1	$12K	Hold	79	–	–	﹤0.01%	330
2021 Q4	$12K	Hold	79	–	–	﹤0.01%	360
2021 Q3	$11K	Hold	79	–	–	﹤0.01%	362
2021 Q2	$12K	Hold	79	–	–	﹤0.01%	363
2021 Q1	$11K	Buy	+79	New	+$10.6K	﹤0.01%	356
2020 Q1	–	Sell	-234	Closed	-$30K	–	361
2019 Q4	$30K	Hold	234	–	–	0.01%	236
2019 Q3	$28K	Hold	234	–	–	0.01%	238
2019 Q2	$27K	Hold	234	–	–	0.01%	252
2019 Q1	$26K	Hold	234	–	–	0.01%	253
2018 Q4	$24K	Hold	234	–	–	0.01%	263
2018 Q3	$27K	Hold	234	–	–	0.01%	255
2018 Q2	$26K	Hold	234	–	–	0.01%	264
2018 Q1	$26K	Hold	234	–	–	﹤0.01%	270
2017 Q4	$27K	Hold	234	–	–	0.02%	259
2017 Q3	$25K	Buy	+234	New	+$24.8K	0.02%	263

Other funds holding IVE

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

First Command Financial Services's IVE Position: Q1 2023 in Review

First Command Financial Services sold out of iShares S&P 500 Value ETF (IVE) in Q1 2023, closing a stake of 79 shares — an estimated $11K sold.

First Command Financial Services first reported a position in IVE in Q3 2017 and held it in 18 quarters. The position peaked at $30K in Q4 2019. 1,123 funds tracked by Wall St. Rank hold IVE as of Q1 2023.

First Command Financial Services reported no remaining iShares S&P 500 Value ETF position as of Q1 2023 after selling out during the quarter.
First Command Financial Services sold 79 iShares S&P 500 Value ETF shares in Q1 2023, an estimated $11K.
First Command Financial Services first reported a position in iShares S&P 500 Value ETF in Q3 2017 and held it in 18 quarters.
First Command Financial Services's iShares S&P 500 Value ETF position peaked at $30K in Q4 2019.
1,123 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2023.

Based on First Command Financial Services's 13F filing for Q1 2023, filed 14 Apr 2023.