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
2025 Q2	$288K	Hold
2025 Q1	$279K	Hold
2024 Q4	$275K	Hold
2024 Q3	$282K	Hold
2024 Q2	$259K	Hold
2024 Q1	$266K	Sell
2023 Q4	$339K	Sell
2023 Q3	$360K	Hold
2023 Q2	$375K	Hold
2023 Q1	$361K	Sell
2022 Q4	$624K	Hold
2022 Q3	$559K	Hold
2022 Q2	$596K	Hold
2022 Q1	$683K	Sell
2021 Q4	$703K	Sell
2021 Q3	$667K	Hold
2021 Q2	$676K	Hold
2021 Q1	$646K	Sell
2020 Q4	$683K	Sell
2020 Q3	$592K	Hold
2020 Q2	$565K	Hold
2020 Q1	$497K	Sell
2019 Q4	$726K	Sell
2019 Q3	$736K	Sell
2019 Q2	$832K	Hold
2019 Q1	$807K	Hold
2018 Q4	$726K	Hold
2018 Q3	$828K	Hold
2018 Q2	$793K	Hold
2018 Q1	$784K	Sell
2017 Q4	$949K	Hold
2017 Q3	$905K	Hold
2017 Q2	$889K	Hold
2017 Q1	$878K	Hold
2016 Q4	$855K	Sell
2016 Q3	$808K	Sell
2016 Q2	$945K	Sell
2016 Q1	$976K	Hold
2015 Q4	$967K	Hold
2015 Q3	$922K	Hold
2015 Q2	$1.02M	Hold
2015 Q1	$1.02M	Sell
2014 Q4	$1.18M	Hold
2014 Q3	$1.13M	Buy
2014 Q2	$1.11M	Sell
2014 Q1	$1.17M	Hold
2013 Q4	$1.14M	Sell
2013 Q3	$1.09M	Sell
2013 Q2	$1.07M	Buy