Parsec Financial Management’s iShares Russell 1000 ETF IWB Stock Holding History

Parsec Financial Management’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$932K	Buy	4,139 +1,175	+40%	+$259K	0.04%	165
2022 Q4	$624K	Hold	2,964	–	–	0.03%	185
2022 Q3	$585K	Hold	2,964	–	–	0.03%	181
2022 Q2	$616K	Sell	2,964 -76	-3%	-$17.2K	0.03%	187
2022 Q1	$760K	Hold	3,040	–	–	0.03%	185
2021 Q4	$804K	Hold	3,040	–	–	0.03%	181
2021 Q3	$800K	Hold	3,040	–	–	0.03%	173
2021 Q2	$736K	Hold	3,040	–	–	0.03%	169
2021 Q1	$680K	Hold	3,040	–	–	0.03%	167
2020 Q4	$644K	Hold	3,040	–	–	0.03%	156
2020 Q3	$569K	Buy	3,040 +84	+3%	+$15.5K	0.03%	153
2020 Q2	$507K	Sell	2,956 -63	-2%	-$10.2K	0.03%	166
2020 Q1	$427K	Hold	3,019	–	–	0.03%	167
2019 Q4	$539K	Buy	3,019 +177	+6%	+$30.2K	0.03%	167
2019 Q3	$468K	Hold	2,842	–	–	0.03%	169
2019 Q2	$463K	Hold	2,842	–	–	0.03%	172
2019 Q1	$447K	Buy	+2,842	New	+$430K	0.03%	175

Other funds holding IWB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Parsec Financial Management's IWB Position: Q1 2023 in Review

Parsec Financial Management increased its iShares Russell 1000 ETF (IWB) stake by 40% in Q1 2023, buying an estimated $259K and bringing the position to 4,139 shares worth $932K. The position accounts for 0.04% of the portfolio, ranked #165.

Parsec Financial Management first reported a position in IWB in Q1 2019 and has held it in 17 quarters since. 1,060 funds tracked by Wall St. Rank hold IWB as of Q1 2023.

Parsec Financial Management held 4,139 shares of iShares Russell 1000 ETF worth $932K as of Q1 2023.
Parsec Financial Management bought 1,175 iShares Russell 1000 ETF shares in Q1 2023, an estimated $259K.
iShares Russell 1000 ETF made up 0.04% of Parsec Financial Management's portfolio in Q1 2023, its #165 holding.
Parsec Financial Management first reported a position in iShares Russell 1000 ETF in Q1 2019 and has held it in 17 quarters since.
1,060 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2023.

Based on Parsec Financial Management's 13F filing for Q1 2023, filed 6 Apr 2023.