Franklin, Parlapiano, Turner & Welch’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $35.2M | Sell |
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|
2025
Q2 | $34.3M | Sell |
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|
2025
Q1 | $31.8M | Sell |
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|
2024
Q4 | $33.7M | Sell |
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|
2024
Q3 | $34M | Sell |
|
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|
2024
Q2 | $33.1M | Sell |
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|
2024
Q1 | $33.1M | Sell |
|
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|
2023
Q4 | $30.6M | Sell |
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|
2023
Q3 | $28.2M | Sell |
|
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|
2023
Q2 | $30.3M | Sell |
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|
2023
Q1 | $40.1M | Sell |
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|
2022
Q4 | $52.4M | Sell |
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|
2022
Q3 | $59.4M | Sell |
|
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|
2022
Q2 | $62.8M | Buy |
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|
2022
Q1 | $73.6M | Buy |
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|
2021
Q4 | $73.7M | Buy |
|
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|
2021
Q3 | $67.4M | Sell |
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|
2021
Q2 | $68M | Buy |
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|
2021
Q1 | $62.4M | Sell |
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|
2020
Q4 | $60.4M | Sell |
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|
2020
Q3 | $55.9M | Sell |
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|
2020
Q2 | $53.9M | Sell |
|
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|
2020
Q1 | $46M | Buy |
|
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|
2019
Q4 | $53.4M | Buy |
|
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|
2019
Q3 | $49.1M | Buy |
|
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|
2019
Q2 | $48.1M | Sell |
|
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|
2019
Q1 | $47.1M | Buy |
|
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|
2018
Q4 | $41.4M | Buy |
|
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|
2018
Q3 | $48.2M | Buy |
|
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|
2018
Q2 | $45M | Buy |
|
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|
2018
Q1 | $43.5M | Buy |
|
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|
2017
Q4 | $43.2M | Buy |
|
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|
2017
Q3 | $40.5M | Buy |
|
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|
2017
Q2 | $36.6M | Buy |
|
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|
2017
Q1 | $35.3M | Buy |
|
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|
2016
Q4 | $31.7M | Sell |
|
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|
2016
Q3 | $30.7M | Buy |
|
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|
2016
Q2 | $28.5M | Buy |
|
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|
2016
Q1 | $27.6M | Buy |
|
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|
2015
Q4 | $27.1M | Buy |
|
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|
2015
Q3 | $24.8M | Sell |
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|
2015
Q2 | $28.8M | Buy |
|
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|
2015
Q1 | $28.4M | Buy |
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|
2014
Q4 | $27.6M | Buy |
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|
2014
Q3 | $25.3M | Buy |
|
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|
2014
Q2 | $24M | Buy |
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|
2014
Q1 | $22.5M | Sell |
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|
2013
Q4 | $22.5M | Sell |
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|
2013
Q3 | $20.7M | Buy |
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|
2013
Q2 | $18.7M | Buy |
|