Franklin, Parlapiano, Turner & Welch’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.35M	Hold
2025 Q1	$3.1M	Hold
2024 Q4	$3.44M	Sell
2024 Q3	$3.53M	Hold
2024 Q2	$3.24M	Hold
2024 Q1	$3.36M	Hold
2023 Q4	$3.21M	Hold
2023 Q3	$2.82M	Hold
2023 Q2	$2.99M	Hold
2023 Q1	$2.85M	Hold
2022 Q4	$2.79M	Hold
2022 Q3	$2.63M	Sell
2022 Q2	$2.76M	Sell
2022 Q1	$3.45M	Sell
2021 Q4	$3.82M	Sell
2021 Q3	$3.82M	Hold
2021 Q2	$4M	Hold
2021 Q1	$3.85M	Hold
2020 Q4	$3.42M	Hold
2020 Q3	$2.61M	Hold
2020 Q2	$2.5M	Hold
2020 Q1	$2M	Hold
2019 Q4	$2.89M	Sell
2019 Q3	$2.65M	Hold
2019 Q2	$2.72M	Hold
2019 Q1	$2.67M	Sell
2018 Q4	$2.74M	Sell
2018 Q3	$3.47M	Hold
2018 Q2	$3.37M	Hold
2018 Q1	$3.13M	Sell
2017 Q4	$3.18M	Sell
2017 Q3	$3.24M	Sell
2017 Q2	$3.18M	Sell
2017 Q1	$3.94M	Sell
2016 Q4	$4.15M	Sell
2016 Q3	$3.95M	Sell
2016 Q2	$3.81M	Sell
2016 Q1	$3.67M	Sell
2015 Q4	$3.75M	Buy
2015 Q3	$3.54M	Sell
2015 Q2	$4.47M	Sell
2015 Q1	$4.49M	Sell
2014 Q4	$4.34M	Buy
2014 Q3	$3.9M	Sell
2014 Q2	$5.24M	Sell
2014 Q1	$11.5M	Sell
2013 Q4	$12M	Sell
2013 Q3	$11.3M	Buy
2013 Q2	$9.75M	Buy