First Command Financial Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$536K	Sell	5,545 -2,372	-30%	-$216K	0.05%	89
2023 Q1	$721K	Sell	7,917 -421	-5%	-$37.6K	0.07%	69
2022 Q4	$697K	Sell	8,338 -1,208	-13%	-$102K	0.09%	64
2022 Q3	$749K	Buy	9,546 +301	+3%	+$25.9K	0.11%	58
2022 Q2	$732K	Hold	9,245	–	–	0.11%	64
2022 Q1	$929K	Buy	9,245 +1,781	+24%	+$177K	0.13%	59
2021 Q4	$860K	Sell	7,464 -294	-4%	-$34.3K	0.13%	58
2021 Q3	$870K	Sell	7,758 -400	-5%	-$46K	0.15%	56
2021 Q2	$924K	Hold	8,158	–	–	0.1%	52
2021 Q1	$832K	Hold	8,158	–	–	0.18%	55
2020 Q4	$838K	Hold	8,158	–	–	0.2%	48
2020 Q3	$705K	Sell	8,158 -2,246	-22%	-$190K	0.2%	49
2020 Q2	$822K	Sell	10,404 -2,724	-21%	-$198K	0.26%	41
2020 Q1	$799K	Buy	13,128 +930	+8%	+$67.8K	0.43%	36
2019 Q4	$931K	Buy	12,198 +4,638	+61%	+$340K	0.44%	36
2019 Q3	$534K	Sell	7,560 -240	-3%	-$17.2K	0.27%	59
2019 Q2	$556K	Buy	7,800 +280	+4%	+$19.5K	0.28%	58
2019 Q1	$510K	Buy	7,520 +450	+6%	+$28.9K	0.25%	56
2018 Q4	$402K	Buy	7,070 +570	+9%	+$34.7K	0.21%	63
2018 Q3	$441K	Hold	6,500	–	–	0.12%	78
2018 Q2	$412K	Buy	6,500 +22	+0.3%	+$1.39K	0.12%	80
2018 Q1	$398K	Sell	6,478 -222	-3%	-$13.9K	0.02%	74
2017 Q4	$404K	Buy	6,700 +230	+4%	+$13.5K	0.23%	65
2017 Q3	$366K	Hold	6,470	–	–	0.23%	67
2017 Q2	$349K	Sell	6,470 -440	-6%	-$23.4K	0.23%	69
2017 Q1	$359K	Sell	6,910 -60	-0.9%	-$3.06K	0.25%	65
2016 Q4	$340K	Buy	+6,970	New	+$336K	0.27%	61

Other funds holding IWP

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

BCIM

Bishop & Co Investment Management Erie, Pennsylvania $325M AUM 17.11% 1-Year Est. Return

First Command Financial Services's IWP Position: Q2 2023 in Review

First Command Financial Services reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 30% in Q2 2023, selling an estimated $216K and leaving 5,545 shares worth $536K. The position accounts for 0.05% of the portfolio, ranked #89.

First Command Financial Services first reported a position in IWP in Q4 2016 and has held it in 27 quarters since. The position peaked at $931K in Q4 2019. 917 funds tracked by Wall St. Rank hold IWP as of Q2 2023.

First Command Financial Services held 5,545 shares of iShares Russell Mid-Cap Growth ETF worth $536K as of Q2 2023.
First Command Financial Services sold 2,372 iShares Russell Mid-Cap Growth ETF shares in Q2 2023, an estimated $216K.
iShares Russell Mid-Cap Growth ETF made up 0.05% of First Command Financial Services's portfolio in Q2 2023, its #89 holding.
First Command Financial Services first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2016 and has held it in 27 quarters since.
First Command Financial Services's iShares Russell Mid-Cap Growth ETF position peaked at $931K in Q4 2019.
917 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2023.

Based on First Command Financial Services's 13F filing for Q2 2023, filed 21 Jul 2023.