FCFS
First Command Financial Services’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $536K | Sell |
5,545
-2,372
| -30% | -$229K | 0.05% | 89 |
|
|
2023
Q1 | $721K | Sell |
7,917
-421
| -5% | -$38.3K | 0.07% | 69 |
|
|
2022
Q4 | $697K | Sell |
8,338
-1,208
| -13% | -$101K | 0.09% | 64 |
|
|
2022
Q3 | $749K | Buy |
9,546
+301
| +3% | +$23.6K | 0.11% | 58 |
|
|
2022
Q2 | $732K | Hold |
9,245
| – | – | 0.11% | 64 |
|
|
2022
Q1 | $929K | Buy |
9,245
+1,781
| +24% | +$179K | 0.13% | 59 |
|
|
2021
Q4 | $860K | Sell |
7,464
-294
| -4% | -$33.9K | 0.13% | 58 |
|
|
2021
Q3 | $870K | Sell |
7,758
-400
| -5% | -$44.9K | 0.15% | 56 |
|
|
2021
Q2 | $924K | Hold |
8,158
| – | – | 0.1% | 52 |
|
|
2021
Q1 | $832K | Hold |
8,158
| – | – | 0.18% | 55 |
|
|
2020
Q4 | $838K | Buy |
8,158
+4,079
| +100% | – | 0.2% | 48 |
|
|
2020
Q3 | $705K | Sell |
4,079
-1,123
| -22% | -$194K | 0.2% | 49 |
|
|
2020
Q2 | $822K | Sell |
5,202
-1,362
| -21% | -$215K | 0.26% | 41 |
|
|
2020
Q1 | $799K | Buy |
6,564
+465
| +8% | +$56.6K | 0.43% | 36 |
|
|
2019
Q4 | $931K | Buy |
6,099
+2,319
| +61% | +$354K | 0.44% | 36 |
|
|
2019
Q3 | $534K | Sell |
3,780
-120
| -3% | -$17K | 0.27% | 59 |
|
|
2019
Q2 | $556K | Buy |
3,900
+140
| +4% | +$20K | 0.28% | 58 |
|
|
2019
Q1 | $510K | Buy |
3,760
+225
| +6% | +$30.5K | 0.25% | 56 |
|
|
2018
Q4 | $402K | Buy |
3,535
+285
| +9% | +$32.4K | 0.21% | 63 |
|
|
2018
Q3 | $441K | Hold |
3,250
| – | – | 0.12% | 78 |
|
|
2018
Q2 | $412K | Buy |
3,250
+11
| +0.3% | +$1.39K | 0.12% | 80 |
|
|
2018
Q1 | $398K | Sell |
3,239
-111
| -3% | -$13.6K | 0.02% | 74 |
|
|
2017
Q4 | $404K | Buy |
3,350
+115
| +4% | +$13.9K | 0.23% | 65 |
|
|
2017
Q3 | $366K | Hold |
3,235
| – | – | 0.23% | 67 |
|
|
2017
Q2 | $349K | Sell |
3,235
-220
| -6% | -$23.7K | 0.23% | 69 |
|
|
2017
Q1 | $359K | Sell |
3,455
-30
| -0.9% | -$3.12K | 0.25% | 65 |
|
|
2016
Q4 | $340K | Buy |
+3,485
| New | +$340K | 0.27% | 61 |
|