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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
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% -$102K 0.07% 47
2023
Q4 		$339K Sell
2,053
-320
-13% -$52.9K 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% -$265K 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% -$12.5K 0.2% 35
2021
Q4 		$703K Sell
4,187
-75
-2% -$12.6K 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% -$111K 0.22% 36
2020
Q4 		$683K Sell
4,992
-22
-0.4% -$3.01K 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% -$30.1K 0.23% 36
2019
Q4 		$726K Sell
5,318
-424
-7% -$57.9K 0.27% 35
2019
Q3 		$736K Sell
5,742
-794
-12% -$102K 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% -$132K 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% -$1.34K 0.42% 35
2016
Q3 		$808K Sell
7,648
-1,506
-16% -$159K 0.41% 35
2016
Q2 		$945K Sell
9,154
-727
-7% -$75.1K 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% -$149K 0.68% 33
2014
Q4 		$1.18M Hold
11,325
– – 0.79% 33
2014
Q3 		$1.13M Buy
11,325
+371
+3% +$37.1K 0.81% 33
2014
Q2 		$1.11M Sell
10,954
-1,133
-9% -$115K 0.79% 33
2014
Q1 		$1.17M Hold
12,087
– – 0.84% 33
2013
Q4 		$1.14M Sell
12,087
-561
-4% -$52.8K 0.79% 33
2013
Q3 		$1.09M Sell
12,648
-120
-0.9% -$10.3K 0.8% 33
2013
Q2 		$1.07M Buy
+12,768
New +$1.07M 0.91% 33