Franklin, Parlapiano, Turner & Welch’s iShares Russell 1000 Value ETF IWD Stock Holding History

Franklin, Parlapiano, Turner & Welch’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$360K	Hold	1,485	–	–	0.08%	49
2026 Q1	$338K	Hold	1,485	–	–	0.08%	47
2025 Q4	$325K	Hold	1,485	–	–	0.08%	46
2025 Q3	$302K	Hold	1,485	–	–	0.08%	46
2025 Q2	$288K	Hold	1,485	–	–	0.08%	46
2025 Q1	$279K	Hold	1,485	–	–	0.08%	45
2024 Q4	$275K	Hold	1,485	–	–	0.07%	44
2024 Q3	$282K	Hold	1,485	–	–	0.07%	45
2024 Q2	$259K	Hold	1,485	–	–	0.07%	47
2024 Q1	$266K	Sell	1,485 -568	-28%	-$96.1K	0.07%	47
2023 Q4	$339K	Sell	2,053 -320	-13%	-$49.4K	0.1%	42
2023 Q3	$360K	Hold	2,373	–	–	0.11%	41
2023 Q2	$375K	Hold	2,373	–	–	0.11%	39
2023 Q1	$361K	Sell	2,373 -1,739	-42%	-$269K	0.12%	40
2022 Q4	$624K	Hold	4,112	–	–	0.2%	35
2022 Q3	$559K	Hold	4,112	–	–	0.2%	35
2022 Q2	$596K	Hold	4,112	–	–	0.2%	34
2022 Q1	$683K	Sell	4,112 -75	-2%	-$12.3K	0.2%	35
2021 Q4	$703K	Sell	4,187 -75	-2%	-$12.3K	0.2%	35
2021 Q3	$667K	Hold	4,262	–	–	0.21%	35
2021 Q2	$676K	Hold	4,262	–	–	0.21%	36
2021 Q1	$646K	Sell	4,262 -730	-15%	-$106K	0.22%	36
2020 Q4	$683K	Sell	4,992 -22	-0.4%	-$2.82K	0.25%	34
2020 Q3	$592K	Hold	5,014	–	–	0.24%	34
2020 Q2	$565K	Hold	5,014	–	–	0.23%	35
2020 Q1	$497K	Sell	5,014 -304	-6%	-$37.9K	0.23%	36
2019 Q4	$726K	Sell	5,318 -424	-7%	-$55.9K	0.27%	35
2019 Q3	$736K	Sell	5,742 -794	-12%	-$101K	0.29%	35
2019 Q2	$832K	Hold	6,536	–	–	0.33%	35
2019 Q1	$807K	Hold	6,536	–	–	0.32%	35
2018 Q4	$726K	Hold	6,536	–	–	0.32%	34
2018 Q3	$828K	Hold	6,536	–	–	0.33%	36
2018 Q2	$793K	Hold	6,536	–	–	0.33%	36
2018 Q1	$784K	Sell	6,536 -1,100	-14%	-$137K	0.33%	34
2017 Q4	$949K	Hold	7,636	–	–	0.39%	34
2017 Q3	$905K	Hold	7,636	–	–	0.39%	34
2017 Q2	$889K	Hold	7,636	–	–	0.41%	34
2017 Q1	$878K	Hold	7,636	–	–	0.41%	35
2016 Q4	$855K	Sell	7,636 -12	-0.2%	-$1.3K	0.42%	35
2016 Q3	$808K	Sell	7,648 -1,506	-16%	-$159K	0.41%	35
2016 Q2	$945K	Sell	9,154 -727	-7%	-$73.4K	0.5%	34
2016 Q1	$976K	Hold	9,881	–	–	0.54%	34
2015 Q4	$967K	Hold	9,881	–	–	0.57%	34
2015 Q3	$922K	Hold	9,881	–	–	0.61%	34
2015 Q2	$1.02M	Hold	9,881	–	–	0.67%	33
2015 Q1	$1.02M	Sell	9,881 -1,444	-13%	-$150K	0.68%	33
2014 Q4	$1.18M	Hold	11,325	–	–	0.79%	33
2014 Q3	$1.13M	Buy	11,325 +371	+3%	+$37.6K	0.81%	33
2014 Q2	$1.11M	Sell	10,954 -1,133	-9%	-$111K	0.79%	33
2014 Q1	$1.17M	Hold	12,087	–	–	0.84%	33
2013 Q4	$1.14M	Sell	12,087 -561	-4%	-$50.9K	0.79%	33
2013 Q3	$1.09M	Sell	12,648 -120	-0.9%	-$10.4K	0.8%	33
2013 Q2	$1.07M	Buy	+12,768	New	+$1.06M	0.91%	33

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Franklin, Parlapiano, Turner & Welch's IWD Position: Q2 2026 in Review

Franklin, Parlapiano, Turner & Welch held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,485 shares worth $360K. The position accounts for 0.08% of the portfolio, ranked #49.

Franklin, Parlapiano, Turner & Welch first reported a position in IWD in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.18M in Q4 2014. 552 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

Franklin, Parlapiano, Turner & Welch held 1,485 shares of iShares Russell 1000 Value ETF worth $360K as of Q2 2026.
Franklin, Parlapiano, Turner & Welch left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.08% of Franklin, Parlapiano, Turner & Welch's portfolio in Q2 2026, its #49 holding.
Franklin, Parlapiano, Turner & Welch first reported a position in iShares Russell 1000 Value ETF in Q2 2013 and has held it in 53 quarters since.
Franklin, Parlapiano, Turner & Welch's iShares Russell 1000 Value ETF position peaked at $1.18M in Q4 2014.
552 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on Franklin, Parlapiano, Turner & Welch's 13F filing for Q2 2026, filed 9 Jul 2026.