First Command Financial Services’s iShares US Technology ETF IYW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-296	Closed	-$15K	–	333
2020 Q1	$15K	Hold	296	–	–	0.01%	242
2019 Q4	$17K	Hold	296	–	–	0.01%	278
2019 Q3	$15K	Hold	296	–	–	0.01%	286
2019 Q2	$15K	Hold	296	–	–	0.01%	304
2019 Q1	$14K	Buy	+296	New	+$13.2K	0.01%	310
2018 Q2	–	Sell	-32	Closed	–	–	422
2018 Q1	$0	Buy	+32	New	+$1.38K	﹤0.01%	463

Other funds holding IYW

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

First Command Financial Services's IYW Position: Q2 2020 in Review

First Command Financial Services sold out of iShares US Technology ETF (IYW) in Q2 2020, closing a stake of 296 shares — an estimated $15K sold.

First Command Financial Services first reported a position in IYW in Q1 2018 and held it in 6 quarters. The position peaked at $17K in Q4 2019. 473 funds tracked by Wall St. Rank hold IYW as of Q2 2020.

First Command Financial Services reported no remaining iShares US Technology ETF position as of Q2 2020 after selling out during the quarter.
First Command Financial Services sold 296 iShares US Technology ETF shares in Q2 2020, an estimated $15K.
First Command Financial Services first reported a position in iShares US Technology ETF in Q1 2018 and held it in 6 quarters.
First Command Financial Services's iShares US Technology ETF position peaked at $17K in Q4 2019.
473 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2020.

Based on First Command Financial Services's 13F filing for Q2 2020, filed 17 Jul 2020.