First Command Advisory Services, Inc. IWP holdings history
ISHARES RUSSELL MID-CAP GROW · CUSIP 464287481 · CIK 1727336
As of Sep 30, 2026, First Command Advisory Services, Inc. reported 38.24K IWP (shares), valued at $5.26M, or 0.03% of its reported non-derivative portfolio. Filed Nov 5, 2026.
Verify history & sources →Shares decreased 99.03%; reported value decreased 99.09%, and weight changed -3.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q3 2026 | 0.03% | 38,238 | SEC filing ↗Filed Nov 5, 2026 |
| Q2 2026 | 3.43% | 3,941,675 | SEC filing ↗Filed Aug 10, 2026 |
| Q1 2026 | 3.41% | 3,951,302 | SEC filing ↗Filed May 7, 2026 |
| Q4 2025 | 3.66% | 3,839,481 | SEC filing ↗Filed Feb 11, 2026 |
| Q3 2025 | 3.67% | 3,554,538 | SEC filing ↗Filed Oct 31, 2025 |
| Q2 2025 | 0.01% | 4,416 | SEC filing ↗Filed Aug 1, 2025 |
| Q1 2025 | 0.00% | 4,128 | SEC filing ↗Filed May 2, 2025 |
| Q4 2024 | 0.00% | 4,128 | SEC filing ↗Filed Feb 5, 2025 |
| Q3 2024 | 0.00% | 4,128 | SEC filing ↗Filed Oct 25, 2024 |
| Q2 2024 | 0.00% | 4,128 | SEC filing ↗Filed Jul 26, 2024 |
| Q1 2024 | 0.00% | 4,128 | SEC filing ↗Filed May 2, 2024 |
| Q4 2023 | 0.01% | 5,099 | SEC filing ↗Filed Feb 1, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 0.01% | 5,099 | $532.63K | The prior quarter is outside the free window. Log in for the comparison. | SEC filing ↗ Filed Feb 1, 2024 |
| Q1 2024 | 0.00% | 4,128 | $471.19K | Shares decreased 19.04%; reported value decreased 11.54%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 2, 2024 |
| Q2 2024 | 0.00% | 4,128 | $455.52K | Shares unchanged; reported value decreased 3.32%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 26, 2024 |
| Q3 2024 | 0.00% | 4,128 | $484.17K | Shares unchanged; reported value increased 6.29%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 25, 2024 |
| Q4 2024 | 0.00% | 4,128 | $523.22K | Shares unchanged; reported value increased 8.07%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2025 |
| Q1 2025 | 0.00% | 4,128 | $485.00K | Shares unchanged; reported value decreased 7.31%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 2, 2025 |
| Q2 2025 | 0.01% | 4,416 | $612.41K | Shares increased 6.98%; reported value increased 26.27%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 1, 2025 |
| Q3 2025 | 3.67% | 3,554,538 | $506.20M | Shares increased 80,392.26%; reported value increased 82,557.20%, and weight changed +3.66 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 31, 2025 |
| Q4 2025 | 3.66% | 3,839,481 | $525.78M | Shares increased 8.02%; reported value increased 3.87%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2026 |
| Q1 2026 | 3.41% | 3,951,302 | $506.24M | Shares increased 2.91%; reported value decreased 3.72%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2026 |
| Q2 2026 | 3.43% | 3,941,675 | $577.10M | Shares decreased 0.24%; reported value increased 14.00%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 10, 2026 |
| Q3 2026 | 0.03% | 38,238 | $5.26M | Shares decreased 99.03%; reported value decreased 99.09%, and weight changed -3.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 5, 2026 |
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This page includes 12 of 12 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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