Parker Investment Management’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.9M | Hold |
87,954
| – | – | 4.18% | 8 |
|
|
2025
Q1 | $27M | Hold |
87,954
| – | – | 4.79% | 10 |
|
|
2024
Q4 | $28.3M | Hold |
87,954
| – | – | 4.42% | 9 |
|
|
2024
Q3 | $27.7M | Hold |
87,954
| – | – | 4.39% | 9 |
|
|
2024
Q2 | $26.2M | Hold |
87,954
| – | – | 4% | 8 |
|
|
2024
Q1 | $25.3M | Hold |
87,954
| – | – | 3.94% | 9 |
|
|
2023
Q4 | $22.6M | Hold |
87,954
| – | – | 4.24% | 8 |
|
|
2023
Q3 | $20.7M | Hold |
87,954
| – | – | 4.46% | 9 |
|
|
2023
Q2 | $21.4M | Hold |
87,954
| – | – | 3.46% | 7 |
|
|
2023
Q1 | $19.8M | Sell |
87,954
-520
| -0.6% | -$117K | 3.95% | 8 |
|
|
2022
Q4 | $18.6M | Hold |
88,474
| – | – | 4.61% | 8 |
|
|
2022
Q3 | $17.5M | Hold |
88,474
| – | – | 5.71% | 7 |
|
|
2022
Q2 | $18.4M | Hold |
88,474
| – | – | 4.25% | 8 |
|
|
2022
Q1 | $22.1M | Hold |
88,474
| – | – | 2.14% | 9 |
|
|
2021
Q4 | $23.4M | Sell |
88,474
-39
| -0% | -$10.3K | 3.65% | 9 |
|
|
2021
Q3 | $21.4M | Hold |
88,513
| – | – | 1.38% | 9 |
|
|
2021
Q2 | $21.4M | Hold |
88,513
| – | – | 2.84% | 8 |
|
|
2021
Q1 | $19.8M | Hold |
88,513
| – | – | 2.62% | 9 |
|
|
2020
Q4 | $18.8M | Sell |
88,513
-326
| -0.4% | -$69.1K | 3.22% | 8 |
|
|
2020
Q3 | $16.6M | Sell |
88,839
-9,273
| -9% | -$1.74M | 3.66% | 8 |
|
|
2020
Q2 | $16.8M | Hold |
98,112
| – | – | 4.03% | 8 |
|
|
2020
Q1 | $13.9M | Hold |
98,112
| – | – | 4.92% | 8 |
|
|
2019
Q4 | $17.5M | Hold |
98,112
| – | – | 4.3% | 6 |
|
|
2019
Q3 | $16.1M | Hold |
98,112
| – | – | 4.83% | 7 |
|
|
2019
Q2 | $16M | Hold |
98,112
| – | – | 4.88% | 6 |
|
|
2019
Q1 | $15.4M | Hold |
98,112
| – | – | 4.77% | 8 |
|
|
2018
Q4 | $13.6M | Hold |
98,112
| – | – | 5.14% | 9 |
|
|
2018
Q3 | $15.9M | Hold |
98,112
| – | – | 4.85% | 9 |
|
|
2018
Q2 | $14.9M | Hold |
98,112
| – | – | 5.1% | 9 |
|
|
2018
Q1 | $14.4M | Buy |
98,112
+520
| +0.5% | +$76.4K | 5.13% | 8 |
|
|
2017
Q4 | $14.5M | Hold |
97,592
| – | – | 5.3% | 10 |
|
|
2017
Q3 | $13.7M | Hold |
97,592
| – | – | 5.93% | 9 |
|
|
2017
Q2 | $13.2M | Sell |
97,592
-2,407
| -2% | -$326K | 6.62% | 7 |
|
|
2017
Q1 | $13.1M | Hold |
99,999
| – | – | 6.77% | 6 |
|
|
2016
Q4 | $12.4M | Hold |
99,999
| – | – | 6.71% | 6 |
|
|
2016
Q3 | $12M | Hold |
99,999
| – | – | 4.27% | 8 |
|
|
2016
Q2 | $11.7M | Hold |
99,999
| – | – | 4.34% | 9 |
|
|
2016
Q1 | $11.4M | Buy |
+99,999
| New | +$11.4M | 4.29% | 10 |
|