First Command Financial Services’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-205	Closed	-$34K	–	408
2022 Q3	$34K	Hold	205	–	–	﹤0.01%	252
2022 Q2	$35K	Sell	205 -77	-27%	-$14.2K	0.01%	255
2022 Q1	$58K	Sell	282 -101	-26%	-$20.6K	0.01%	228
2021 Q4	$85K	Sell	383 -306	-44%	-$69.1K	0.01%	198
2021 Q3	$151K	Sell	689 -66	-9%	-$14.6K	0.03%	160
2021 Q2	$173K	Sell	755 -130	-15%	-$29.2K	0.02%	153
2021 Q1	$196K	Buy	885 +379	+75%	+$82.8K	0.04%	127
2020 Q4	$99K	Buy	506 +205	+68%	+$35.9K	0.02%	171
2020 Q3	$45K	Hold	301	–	–	0.01%	204
2020 Q2	$43K	Buy	+301	New	+$39.5K	0.01%	199
2018 Q4	–	Sell	-22	Closed	-$4K	–	433
2018 Q3	$4K	Sell	22 -203	-90%	-$34.3K	﹤0.01%	354
2018 Q2	$37K	Hold	225	–	–	﹤0.01%	238
2018 Q1	$34K	Hold	225	–	–	﹤0.01%	244
2017 Q4	$34K	Hold	225	–	–	0.02%	235
2017 Q3	$33K	Sell	225 -446	-66%	-$62.8K	0.02%	234
2017 Q2	$95K	Hold	671	–	–	0.06%	135
2017 Q1	$92K	Sell	671 -125	-16%	-$17.1K	0.06%	135
2016 Q4	$107K	Buy	+796	New	+$102K	0.09%	122

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

First Command Financial Services's IWM Position: Q4 2022 in Review

First Command Financial Services sold out of iShares Russell 2000 ETF (IWM) in Q4 2022, closing a stake of 205 shares — an estimated $34K sold.

First Command Financial Services first reported a position in IWM in Q4 2016 and held it in 18 quarters. The position peaked at $196K in Q1 2021. 1,985 funds tracked by Wall St. Rank hold IWM as of Q4 2022.

First Command Financial Services reported no remaining iShares Russell 2000 ETF position as of Q4 2022 after selling out during the quarter.
First Command Financial Services sold 205 iShares Russell 2000 ETF shares in Q4 2022, an estimated $34K.
First Command Financial Services first reported a position in iShares Russell 2000 ETF in Q4 2016 and held it in 18 quarters.
First Command Financial Services's iShares Russell 2000 ETF position peaked at $196K in Q1 2021.
1,985 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q4 2022.

Based on First Command Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.