First Command Financial Services’s iShares Russell 3000 ETF IWV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$246K	Sell	967 -34	-3%	-$8.18K	0.02%	121
2023 Q1	$236K	Hold	1,001	–	–	0.02%	118
2022 Q4	$221K	Hold	1,001	–	–	0.03%	119
2022 Q3	$207K	Sell	1,001 -14	-1%	-$3.22K	0.03%	120
2022 Q2	$221K	Sell	1,015 -125	-11%	-$29.6K	0.03%	116
2022 Q1	$299K	Hold	1,140	–	–	0.04%	108
2021 Q4	$316K	Hold	1,140	–	–	0.05%	107
2021 Q3	$291K	Hold	1,140	–	–	0.05%	116
2021 Q2	$292K	Hold	1,140	–	–	0.03%	113
2021 Q1	$270K	Sell	1,140 -23	-2%	-$5.34K	0.06%	107
2020 Q4	$260K	Hold	1,163	–	–	0.06%	103
2020 Q3	$228K	Sell	1,163 -205	-15%	-$39.7K	0.06%	99
2020 Q2	$246K	Hold	1,368	–	–	0.08%	96
2020 Q1	$203K	Hold	1,368	–	–	0.11%	104
2019 Q4	$258K	Hold	1,368	–	–	0.12%	107
2019 Q3	$238K	Hold	1,368	–	–	0.12%	106
2019 Q2	$236K	Sell	1,368 -213	-13%	-$36.1K	0.12%	109
2019 Q1	$264K	Hold	1,581	–	–	0.13%	96
2018 Q4	$232K	Sell	1,581 -1,581	-50%	-$251K	0.12%	99
2018 Q3	$544K	Hold	3,162	–	–	0.15%	65
2018 Q2	$514K	Buy	3,162 +1,506	+91%	+$242K	0.15%	64
2018 Q1	$259K	Buy	+1,656	New	+$268K	0.01%	98

Other funds holding IWV

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return

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

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

First Command Financial Services reduced its iShares Russell 3000 ETF (IWV) stake by 3.4% in Q2 2023, selling an estimated $8.18K and leaving 967 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #121.

First Command Financial Services first reported a position in IWV in Q1 2018 and has held it in 22 quarters since. The position peaked at $544K in Q3 2018. 678 funds tracked by Wall St. Rank hold IWV as of Q2 2023.

First Command Financial Services held 967 shares of iShares Russell 3000 ETF worth $246K as of Q2 2023.
First Command Financial Services sold 34 iShares Russell 3000 ETF shares in Q2 2023, an estimated $8.18K.
iShares Russell 3000 ETF made up 0.02% of First Command Financial Services's portfolio in Q2 2023, its #121 holding.
First Command Financial Services first reported a position in iShares Russell 3000 ETF in Q1 2018 and has held it in 22 quarters since.
First Command Financial Services's iShares Russell 3000 ETF position peaked at $544K in Q3 2018.
678 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2023.

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