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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-130	Closed	-$26K	–	416
2019 Q1	$26K	Sell	130 -70	-35%	-$13.3K	0.01%	254
2018 Q4	$34K	Hold	200	–	–	0.02%	238
2018 Q3	$43K	Sell	200 -30	-13%	-$6.4K	0.01%	218
2018 Q2	$47K	Sell	230 -49	-18%	-$9.8K	0.01%	211
2018 Q1	$53K	Buy	+279	New	+$53.6K	﹤0.01%	206
2017 Q2	–	Sell	-75	Closed	-$12K	–	409
2017 Q1	$12K	Hold	75	–	–	0.01%	317
2016 Q4	$12K	Buy	+75	New	+$11.2K	0.01%	317

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

First Command Financial Services's IWO Position: Q2 2019 in Review

First Command Financial Services sold out of iShares Russell 2000 Growth ETF (IWO) in Q2 2019, closing a stake of 130 shares — an estimated $26K sold.

First Command Financial Services first reported a position in IWO in Q4 2016 and held it in 7 quarters. The position peaked at $53K in Q1 2018. 631 funds tracked by Wall St. Rank hold IWO as of Q2 2019.

First Command Financial Services reported no remaining iShares Russell 2000 Growth ETF position as of Q2 2019 after selling out during the quarter.
First Command Financial Services sold 130 iShares Russell 2000 Growth ETF shares in Q2 2019, an estimated $26K.
First Command Financial Services first reported a position in iShares Russell 2000 Growth ETF in Q4 2016 and held it in 7 quarters.
First Command Financial Services's iShares Russell 2000 Growth ETF position peaked at $53K in Q1 2018.
631 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2019.

Based on First Command Financial Services's 13F filing for Q2 2019, filed 15 Jul 2019.